Enter special allocations

Enter special allocations for a field in the Special Allocation of window

Enter the total amount to be allocated in the amount field of the partnership amount you want to allocate.
Select
Ptr Alloc
to open the Special Allocation of window.
In the Allocation scheme group box, mark the
Specially allocate
checkbox.
Select the following options:
Select
U.S.: <allocation name>
to default a state allocation to a federal allocated amount.
Select
Percentage
to use a single percentage column.
Select
Units
to use a single unit column.
Select
Absolute dollar
to use a single absolute dollar column.
Select
Loss
to use the Loss column in Partner Data Entry.
Select
Advanced
to use multiple allocation scheme methods. Then, proceed to
define the advanced allocation scheme
.
note
The
U.S.:
 option is only available on a state allocation that has the ability to default to a federally allocated amount.
Enter each partner's allocated percentage, amount, or unit in the allocation grid.
note
You can enter a partial percentage or amount of the allocation then select
Distribute
to distribute the remaining percentage or amount equally or pro rata to selected partners.
Distribute
is available only if there's a percentage or amount that still needs to be distributed.
Select
OK
to save the allocation information and to close the Special Allocation of window.
Repeat steps 1–6 for each partnership amount you want to specially allocate to the partners.