Allocate state allocation data for state returns
You can allocate amounts to states by entering a percentage of federal amounts, or by entering specific item amounts in the State allocation spreadsheet.
note
Amount fields that apply to 1 state may not apply to another. Those amount fields that aren't used to calculate in-state income for a particular state are shaded.
- Open a 1041 client.
- Select the input screen tab for the activity, then selectAllocationin the input screen.tipAlternatively, selectView,Allocation, then an activity to open the state allocation spreadsheet, or pressCtrl+B.
- Select the state tab, then enter information in the State allocation spreadsheet.
- If the information is for Alabama, Arkansas, California, Hawaii, Pennsylvania, or Wisconsin, complete both the Total Source and State Source columns.
- Repeat step 3 to complete data entry for the remaining states.
- SelectDonewhen you're finished.note
- You can delete state allocation information from 1 or more cells in the spreadsheet.
- To select a column, select the heading at the top.
- To select a row, select the component heading at the beginning of the row.
