Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

1040 States

Enter allocation data by state

Follow these steps to enter allocation data by state for the return.
  1. Open a 1040 client.
    note
    You'll need to have at least 1 state return attached to the current client to open this spreadsheet. The
    State
     on the main activity screen needs to contain a ZIP Code.
  2. Select
    View
    , then
    Allocation
    .
  3. Select the tab you need, and enter information in the State allocation spreadsheet.
    note
    • You can delete 1 or more cells of the spreadsheet.
    • To select an entire spreadsheet column, select the column heading.
    • To select an entire spreadsheet row, select the component heading at the beginning of the row.
    • To select the entire spreadsheet, select the main component heading of the spreadsheet.
  4. Repeat step 3 to complete the data entry for the remaining states.
  5. Select
    Done
     when you finish entering the information.

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

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close