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1040 States
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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

Access the state allocation spreadsheet for the C, E, F, and 4835 screens

Conditions for accessing the allocation spreadsheet

You'll need to meet the following conditions in the current client to access the State allocation spreadsheet.
  • The client needs at least 1 state return.
  • You'll need to view Client Organizer data entry or Tax Input Screen data entry.
  • The
    4835
     and
    F
     screens need data in the
    Description
     field.
  • The
    C
     screen needs data in the
    Principal business
    field.
  • The
    Rent
     screen needs data in the
    Property description
     field.
  • State
     needs to include the ZIP Code for all screens.

Access the spreadsheet

When you meet the previous conditions, you can access the spreadsheet from within the screen in the following ways:
  • Select
    State allocation
    .
  • Press
    Ctrl+B
     on your keyboard.
  • Right-click and select
    Allocation
     from the context menu.
  • Select
    View
    , then
    Allocation
     from the toolbar.

New Mexico

You'll need to apportion Schedules C and F federal net income based on sales, payroll, and property owned. Amounts calculated in the State allocation spreadsheet don't transfer to New Mexico for the purposes of the PIT-B calculation. You'll need to enter apportionment information in the
NMAppt
 screen.
For nonresidents with only federal Schedule C income taxable to New Mexico if qualified to use Schedule CC, the gross income is multiplied by the New Mexico percentage if allocated by percentage in the State allocation spreadsheet. If allocating by amount, the amount allocated to New Mexico, divided by the total net income, is multiplied by the gross income. If the gross income is different from the calculated amount, enter the gross income amount in
Gross sales in or into New Mexico (Force)
 on the
NMNRPY
 screen.

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