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1040 States

Multiple state returns — Process 2 part-year returns

If you need to prepare 2 part-year resident returns, you can prepare the returns in either order.
  1. Select
    File
    , then
    Client Properties
    .
  2. Select
    Add State
     to add the state returns you want to process for this client.
    note
    • You may need to modify the state return type if the client was a nonresident or resident last year but is a part-year resident this year. To do this, select
      File
      , then
      Client Properties
      .
    • After you add the state returns, the buttons for the states you've selected appear at the top of the folder list.
  3. Select the application button of the 1st state return you want to process.
  4. Select the input screen folder then the input screen tab where you want to enter data.
  5. Enter state-specific data in the state input screens.
    note
    • When processing more than 1 state return for a client, enter ZIP Codes for income and deductions to indicate where you want to report the item.
    • Resident returns report all income regardless of ZIP Codes entered, but part-year resident and nonresident returns report only those items indicated with the state's ZIP Code.
    • To preview the return, select
      File
      , then
      Preview
      .
  6. Select the application button of the 2nd part-year state and enter state-specific data on the state input screens.
  7. After you're satisfied the returns are correct, select
    File
    , then
    Print
     to print the client's returns.

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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