Adjust A&A calculated amounts
Review and adjust Allocation and Apportionment (A&A) calculated amounts, and use available tools to review special allocations.
The final step in using Allocation and Apportionment (A&A) is to review and adjust amounts.
- Go to .
- Select the state.
- Select each factor to review. If you need to make any adjustments, go to to enter the amounts manually.
Use one of the following tools to review special allocations:
- Allocation display: Select an amount on Schedule K inTax Forms, then select or select theAllocation Displayto review each partner's amount and special allocation code.
- Columnar review: Go to , then select the proper tab to review each Schedule K line item, totaling to the Schedule K amount.
- Special allocation codes: Go to to list all assigned codes and their locations. Select a code to open itsOrganizerscreen or select the option to print the list.
