Process multiple-state returns

Enter state data on a federal return

As much information as possible transfers from the federal return to the state return to minimize the amount of data entry at the state level. You'll need to enter data specifically for the state return in several areas of the federal return.
  • F/S fields
    : Interest income, dividend income, and other income statement contain federal-only and state-only
    F/S
     fields. Use these fields only if preparing a multiple-state tax return. For multiple-state returns, make duplicate line entries of an item for each state, as necessary, with a different ZIP Code for each entry. In the
    F/S
     field, enter
    S
    for all but one of the duplicate line entries. The federal return disregards entries coded with
    S
    . Enter
    F
     in the
    F/S
     field if the item applies only to the federal return.
  • State postal codes on federal input screens and in statement dialogs:
     There are many state ZIP Code fields on federal input screens and statements. Use these fields in the
    Interest income
     and
    Dividends
     statements on the Income, Broker, K1, and K1T screens when processing multiple-state returns or when processing only 1 state return that requires entry of a state use code. Use these fields in other statements on other screens to indicate the source of the income.
  • State use codes
    : Federal input screens with statements, such as the
    Other income
    ,
    Interest income (including foreign source)
    , and
    Dividends (including foreign source)
     statements on the federal Income or Broker screens, may contain
    State use code
     columns. Enter the code for the state you are processing to provide additional information about how the amount should be processed at the state level.
  • Using the StPmt screen
    : Use the StPmt screen in the Payments folder to enter all information for estimated tax payments for states or other types of returns. StPmt is a multiple-unit input screen. Complete a separate section of the input screen for each state if you are preparing multiple-state returns.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1041 Fiduciary