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1040 States

Community property allocation

Use the
ComPSt
 screen in the
Federal General
 folder to enter information to complete the community property state allocation record included in the electronic file. The allocation record serves the same purpose as the Allocation Worksheet when filing a paper return and following the rules for community property states.
The
ComPSt
 screen is in the
Electronic Filing
 folder in prior years.
important
You can only access this screen for married filing separate (MFS) returns in community property states (AZ, CA, ID, LA, NM, NV, TX, WA, and WI). Therefore, the filing status needs to be married filing separate and the ZIP Code for the Residence Information on the
1040
 screen needs to be 1 of the states mentioned.
State Electronic Filing:
 The IRS will reject a federal e-file if the community property state allocation isn't completed when married filing separately with an address in a community property state. Arizona returns filed electronically also are subject to that requirement. You can file all other state returns electronically regardless of whether or not this allocation is completed.
Before any entry on the
ComPSt
 screen, complete the data entry and perform a print preview for the federal and state returns. Recreate the electronic file anytime the amounts in this input screen change.
Field
Description
Community property designation (Mandatory)
Use this field to designate which return (the taxpayer's or spouse's return) has been completed. Select the return from the dropdown.
Wages, interest income, dividends, state income tax refund, capital gains and losses, pension income, rents/royalties/partnerships/estates, other income, total income, and total payments
UltraTax CS automatically completes the column for the return designated in the
Community property designation
 field. Enter the amount of the item (such as wages or interest income) for the return that isn't designated complete in the
Community property designation
 field.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: All states,Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,District of Columbia,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Puerto Rico,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virgin Islands,Virginia,Washington,West Virginia,Wisconsin,Wyoming

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