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State allocation and multiple-state processing (1041)
Use the State allocation spreadsheet to enter information for the federal items to be allocated. The spreadsheet consists of a series of tabs. For example, Schedule K-1 consists of four tabs:
Income
, Deductions
, Self-employment items
, and Adjustments
. You can assign percentages of federal amounts to a specific state, provided that state is being processed for the current return, or you can enter unique values for one or more items within a particular state, or a combination of both.To enter state allocation data for the return,
- Open a 1041 client.
- SelectView, thenAllocationand choose an activity.
- Select the tab you want to work in, and add your information to the State Allocation spreadsheet.noteUse both the Total Source and State Source columns for the following states:
- Alabama
- Arkansas
- California
- Hawaii
- Pennsylvania
- Wisconsin
- Repeat step 3 for any remaining states.
- SelectDonewhen you finish to save.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1041 Fiduciary