Apportionment information - Indiana tab

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the return and if more apportionment information is needed.
To enter state-specific apportionment information, select the state tab at the bottom of the Apportionment Information window.

Fields & buttons

General information group box
UltraTax CS uses the information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment spreadsheet.
Use these fields to enter end of year amounts for both in state and everywhere. UltraTax CS transfers the amounts to Schedule E.
Use these fields to enter end-of-year amounts for both in state and everywhere. UltraTax CS transfers the amount to Schedule E.
Select this button to open the Business Income Questionnaire window.
Select this button to open the Qualified MBEA window.
Alternate apportionment group box
Use the button in this group box to access the window used to enter alternate apportionment for this state. The information you enter in these fields takes precedence over any entries in the Apportionment spreadsheet for this state.
Select this button to open the Interstate Transport window.
Enter a percentage in this field if the Indiana Department of Revenue approved an alternate apportionment method.
  • For C Corporations, UltraTax CS marks the box on line 16c and transfers the apportionment factor to Form IT-20, Page 1.
  • For S Corporations, UltraTax CS transfers the apportionment factor to Form IT-20S, Page 1. Apportionment entries made elsewhere in the Apportionment spreadsheet are ignored if this field includes data. However, this field is ignored if Interstate Transport apportionment is used.
Financial Institution group box
Use the button in this group box to access the window used to enter apportionment information for financial institution returns for this state.
Select this button to open the Financial Institution Tax Return window.

Apportionment Form Combination Tables guide

Select the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab are combined onto the apportionment form.
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