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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

Incorrect K1 allocation amounts transferring to state

Amounts entered into the K1 Allocation Grid for different states are not transferring to the states.
If the amounts entered in the K1 Allocation grid aren't the same as the amounts transferred to the states, you may need to mark the
State calculation - use Schedule E amounts as entered
 checkbox on the
K1
 screen for those units. If you don't mark the checkbox, UltraTax CS will adjust the amounts for AGI states by federal limitations for basis, at-risk, and passive losses.

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