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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

Multiple state returns - Process part-year resident and nonresident returns for the same state

Process and print the non-proforma state return first, then switch the return type in Client Properties and complete the return you'll proforma next year.
First determine which of the 2 returns you won't need to proforma next year. Only data for the last return you process for the state is available to proforma.
When you add the state return for the client, you'll first need to enter the return type that you don't plan to process next year.
When you've finished processing that return, change the return type to the one you want to proforma next year.
  1. Select
    File
    , then
    Client Properties
    .
  2. Select
    Add state
     to add the state return you want to process for this client.
    note
    • Select the return type that you don't plan to process next year.
    • After you add the state return, the state you've added shows at the top of the folder list.
  3. Select the state in the folder list.
    note
    The state's input screens appear in the folder list.
  4. Select the input screen folder, then the tab for the input screen where you want to enter data.
  5. Enter the data for the federal and state returns.
    note
    To preview the return, select
    File
    , then
    Preview
    .
  6. When you've made sure the state return is correct, select
    File
    , then
    Print
     to print the client's state return.
  7. Select
    File
    , then
    Client Properties
    .
  8. Select the state's tab to change the state return entity type to the 2nd state return.
    note
    This is the return from which you can proforma state data next year.
  9. Enter the data for the federal and state returns.
    note
    You may need to change the postal code information on the federal return's input screens to complete the 2nd state return.
  10. When you've made sure the returns are correct, select
    File
    , then
    Print
     to print the client's federal return and 2nd state return.

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