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1040 States

Multiple state returns — Process resident and nonresident returns

If you need to prepare a resident return and 1 or more nonresident returns, prepare the nonresident returns first, then the resident return last.
  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 change the state return if the client was a part-year resident last year but is a resident or nonresident this year. To do so, go to
      File
      , then
      Client Properties
      .
    • After you add the state returns, the application buttons for the states you've selected appear at the top of the folder list.
  3. Select the application button of the 1st nonresident state return you want to process.
    note
    The state's input screens appear in the folder list.
  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. If you have more nonresident returns to process, select the application button of the next nonresident state return and enter the data.
  7. When you've finished processing the nonresident state returns, select the application button of the resident state return and enter the applicable data.
    note
    • If you've processed the nonresident returns first, the application calculates income and taxes paid to those states and completes fields in the Credit for taxes paid to other jurisdictions section in the
      STCr
       screen for the resident state. If there are multiple nonresident states, the application calculates this information for each state.
    • In some states, there may not be any credit for taxes paid to other states due to the presence of a reciprocity agreement.
    • In other states, there may be a reduced amount calculated and transferred to the
      STCr
       screen due to the presence of a reciprocity agreement or other special circumstances.
    • Check the laws of the states you're processing and, if needed, adjust or override the amounts calculated by the application.
  8. When you're satisfied that 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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