Access the state allocation spreadsheet for K1, K1T, or 6198 screens
The following screens have an allocation spreadsheet for entering state amounts:
K1
, K1-2
, K1-3
, K1-4
, K1-5
, K1-6
, K1-7
, PBasis1
, PBasis2
, SBasis1
, SBasis2
, K1T
, K1T-2
, K1T-3
, 6198
, and 6198-2
. Rather than accessing each state to enter differences, or entering multiple units of the K1 screen for a single partnership, you can enter all data at the federal level for each unit on a single unit.
Conditions for accessing the spreadsheet
To access the State allocation spreadsheet, you'll need to meet the following conditions:
- The client needs to include at least 1 1040 state return.
- You'll need to view Client Organizer data entry or Tax Input Screen data entry.
- The following screens need data inName of entityandState:K1,K1-2,K1-3, K1-4,K1-5,K1-6,K1-7,PBasis1,PBasis2,SBasis1,SBasis2,K1T,K1T-2, andK1T-3.
- The 6198 screen needs 1 piece of user-entered data in any field andStateneeds to have a ZIP Code.
State if Different (SID)
The
State if Different
(SID) fields for the 6198
screen apply to: AL, CA, HI, KY, MA, NY, OK, OR, and WI. Other states being processed are in the State allocation spreadsheet, but the amounts aren't available.California has 2 columns: California Total Sources and California CA Sources. Enter the total source California K-1 income in the
State if Different
fields. You can enter amounts from California sources in the State allocation spreadsheet if they're different from California Total Source amounts. For part-year and nonresident returns, the application creates the St CO
and K1 St
screens for the state. The St-CO
screen shows the state ZIP Code (CA) and contains the state amounts. The K1-St
screen shows the state-source ZIP Code (CS) and contains state-source amounts.Hawaii has 2 columns: Hawaii Total Sources and Hawaii HI Sources. Enter the total source Hawaii K-1 income in the
State if Different
(SID) fields. Enter amounts from Hawaii sources in the State allocation spreadsheet if they're different from Hawaii Total Source amounts. For part-year and nonresident returns, the application creates the St CO
and K1 St
screens for the state. The St-CO
screen shows the state ZIP Code (HI) and contains the state amounts. The K1-St
screen shows the state-source ZIP Code (HS) and contains state-source amounts.Wisconsin has 2 columns: Wisconsin Total Sources and Wisconsin WI Sources. Enter the total source Wisconsin K-1 income in the
State if Different
(SID) fields. Enter amounts from Wisconsin sources in the State allocation spreadsheet if they're different from Wisconsin Total Source amounts. For part-year and nonresident returns, the application creates the St CO
and K1 St
screens for the state. The St-CO
screen shows the state ZIP Code (WI) and contains the state amounts. The K1-St shows the state-source ZIP Code (WS) and contains the state-source amounts.Access the spreadsheet
When you've met the previous conditions, select
View
, then Allocation
from the toolbar.
