F355U-055 e-file error

Error message

The Form 355U, Schedule U-E, Part 3, Line 78, Total of members' apportioned shares of combined Massachusetts income other than capital gains and losses amount does not match the total from the Schedules U-MSI submitted.

Solution

In the TopCon return, go to
Tax Forms
States
Massachusetts
Unitary Report
Schedule U-MSI (view at parent/sub)
01
.
Right-click Line 19 and select
Subview
.
Verify that the total matches the amount on the TopCon Schedule U-E, Line 78.
If the amounts don’t match, use Subview on Schedule U-E, Line 78.
If an adjustment amount appears, compute and reconsolidate the return.
Go to
Organizer
Consolidation Steps
Step 4
Compute Out of Balance and Compute Pending
.
Select
Compute all subsidiaries now
.
Go to
Organizer
Consolidated Returns
Step 5 - Consolidate!
and consolidate the return twice.
Verify that the Schedule U-MSI total now matches Schedule U-E, Line 78.
If the amounts don’t update, go to
Organizer
States
State and City Activation/Consolidation
State and City Activation/Consolidation
.
Confirm Massachusetts is set to
Combine
.
Repeat the compute and consolidation steps.
Remove any overrides on Schedule U-E or Schedule U-MSI.
If the amounts match, verify each member prints Schedule U-MSI and includes it in the e-file.
For missing members, verify the entity type is set to
Subsidiary
or
Parent
in
Tax Forms
States
Massachusetts
Selected Options
.
Verify the member return generates a combined Form 355U instead of a single Form 355.
Go to
Organizer
States
Massachusetts
Combined Return Information
.
Select
Form 355U
and confirm taxable members are marked as taxable.
Do a full recompute, reconsolidate the subsidiaries and TopCon, then recreate the e-file.