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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 resident and nonresident returns

Add state returns, process nonresident returns first with proper postal codes, then complete the resident return to capture credits.
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 can change the state return if the client was a part-year resident last year but is a resident or nonresident this year. Make the change at
      File
      , then
      Client Properties
      .
    • After you add the state returns, the states options for those you've selected show in the folder list.
  3. Select 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 postal codes for income and deductions to indicate where you want to report the item.
    • Resident returns report all income regardless of postal codes entered.
    • Part-year resident and nonresident returns report only those items indicated with the state's postal code.
    • To preview the return, select
      File
      , then
      Preview
      .
    .
  6. If you have more nonresident returns to process, select the next nonresident state return and enter the data.
  7. When you've finished processing the nonresident state returns, select the resident state return and enter the data.
    note
    • If you've processed the nonresident returns first, the application:
      • Calculates income and taxes paid to those states.
      • 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.
    • Some states offer no credit for taxes paid to other states due to reciprocity agreements.
    • Other states may calculate a reduced credit on the
      STCr
       screen due to reciprocity agreements or other special circumstances.
    • Verify the laws of the states you're processing. You can 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.

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