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Allocation

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.
  1. Open a 1041 client.
  2. Select the input screen tab for the activity, then select
    Allocation
     in the input screen.
    tip
    Alternatively, select
    View
    ,
    Allocation
    , then an activity to open the state allocation spreadsheet, or press
    Ctrl+B
    .
  3. Select the state tab, then enter information in the State allocation spreadsheet.
  4. If the information is for Alabama, Arkansas, California, Hawaii, Pennsylvania, or Wisconsin, complete both the Total Source and State Source columns.
  5. Repeat step 3 to complete data entry for the remaining states.
  6. Select
    Done
     when 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.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1041 Fiduciary

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