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Federal input screens

Screen 6198-2 - At-Risk Limitations, Page 2 (1040)

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State allocation
To access the State allocation spreadsheet, the following conditions must be present in the current client.
  • The client being processed must include at least one state return.
  • You must be viewing Client Organizer Data Entry or Input Data Entry Screen.
  • For the 6198 screen data must exist in the
    Description
     field.
  • At least one field must have preparer-entered data present.
When these conditions have been met, access the spreadsheet by clicking the Allocation icon in this screen.
Two methods (percentage or amount) of allocation can be used to allocate federal amounts to the applicable states displayed in the State allocation spreadsheet.
note
Amount fields applicable to one state may not be applicable to another state. Those amount fields that do not apply to a particular state have been disabled (shaded). Amount fields that are not shaded are considered enabled for the applicable state.
  • Percentage:
     Enter a percentage in XXX.XX format in the first field available in the State allocation spreadsheet. Select the state to which this percentage applies. Select the Apply button. The amounts attributable to that state automatically calculate and display in the spreadsheet. The percentage entered for that particular state will appear below the state name for easy reference. If enabled, individual item amounts can be changed (overridden) on the spreadsheet from the amount calculated.
  • Amount:
     In cases where a percentage of the federal amounts do not apply, individual item amounts, if enabled, may be entered in the spreadsheet for the applicable state. Zero (0) is a valid entry and will prevent the state amount from defaulting to the federal calculated amount. If an individual item amount field is left blank, the federal amount, if present, will be used in the state's calculation.
note
  • Unlike income allocations, at-risk amounts apply to all residency statuses for AL, AR, CA, HI, KY, MA, MT, OR, and WI, and part-year resident and nonresident statuses for NY.
  • Percentage allocation is only available in the State allocation spreadsheet. State amounts, if different, must be entered in the
    State, if different
     fields provided.
The State allocation spreadsheet may be printed in a report format for future reference. Select the Print or Preview button in the lower portion of the spreadsheet. If licensed, you can also print to FileCabinet CS.
State if different
Enter state amounts if different from federal amounts.
note
  • The State allocation spreadsheet is only available when the client being processed includes at least one state return.
    State, if different
     fields are available in the 6198-2 screen for single-state processing.
  • the
    State, if different
     fields for the 6198-2 screen are only applicable to the following states: Alabama, Arkansas, California, Hawaii, Kentucky, Massachusetts, New York, Oregon, and Wisconsin. Other state returns being processed with the client will be displayed in the State allocation spreadsheet, but the amount fields will not be enabled for data entry.
  • Unlike income allocations, at-risk amounts apply to all residency statuses for AL, AR, CA, HI, KY, MA, OR, and WI, and part-year resident and nonresident statuses for NY.
For more information, access the input screen help for the appropriate state application by pressing F1 from within a state input screen. Also, refer to Processing multiple-state returns.

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