Entering 990 apportionment information for state returns

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Use this procedure to enter apportionment data by state for the return.

Notes

  • The level of detail entered into the spreadsheet must support the most complex apportionment form attached to the return.
  • Because all apportionment information is entered on a state-by-state basis, we recommend that you organize the client's apportionment information by state before you enter data.
  • UltraTax CS uses the white fields in the state columns and the corresponding fields in the Everywhere / (Override) column to complete the state's apportionment form. UltraTax CS does not use the information you enter in the shaded fields on that state's apportionment form. However, the amounts in the shaded fields accumulate in the Everywhere / (Override) column, which UltraTax CS uses in the everywhere amount on the apportionment forms for other states that require information for that component.
  1. Choose View > Apportionment to open the Apportionment Information window.

    Note: You must have a state return attached to the current client to open this window. See Adding a state or city return for a client.

  2. Click the Property, Payroll, or Sales tab, and enter information in the Apportionment spreadsheet for the selected factor.

    Note: Some fields in the Apportionment spreadsheet have statement dialogs in which you can enter detailed information for the factor's component. The information you enter in the statement dialog's Everywhere column is used by UltraTax CS as the everywhere amount for that component. UltraTax CS ignores the amount in the Apportionment spreadsheet's Everywhere / (Override) column for that component.

  3. Repeat step 2 to complete data entry for the remaining factors.

Tips

  • By default, the cursor moves down to the next row in a column when you complete a field. When you switch to Cursor Right mode, the cursor to moves to the next column in the same row. To switch to Cursor Right mode, choose Movement > Cursor Right.
  • To delete data from the spreadsheet, highlight the required data and then do one of the following: press the DELETE key or spacebar, click the Cut button on the toolbar, or choose Edit > Cut.
  • To select an entire spreadsheet column, click the heading at the top of the column.
  • To select an entire spreadsheet row, click the component heading at the beginning of the row.
  • To select the entire spreadsheet, click the main component heading in the upper-left corner of the spreadsheet.
  • If necessary, you can force the amount in the Everywhere / (Override) column for all states or on a state-by-state basis.

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