Apportionment information - Montana 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.

Special information for processing Montana returns

UltraTax CS provides predefined statement windows for factor components requiring detail information. UltraTax CS uses the information you enter in the statement windows in the Everywhere column on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column for that component.

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.
Enter the Montana and Everywhere amounts for leases and leased property for the beginning and end of the year. These amounts will be averaged and transferred to the Leases and leased property line on Schedule I for S Corporations (Schedule K for C Corporations).
Select this button to open the Combined Unitary Group Factors 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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