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
and 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
and 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
to select Form 355U and confirm taxable members are marked as taxable.
After subsidiary changes, fully recompute it and reconsolidate TopCon twice before recreating the e-file.
Recreate the e-file from the consolidation.