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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

How do I access the State allocation spreadsheet for Screen 2106?

Answer

To access the State allocation spreadsheet for Screen 2106, the following conditions must be present in the current client.

• The client being processed must include one or more of the following state returns: AL, CA, HI, MA, PA, or WI.
• You must be viewing Client Organizer Data Entry or Input Screen Data Entry.
• Data must exist in the Supplemental Business Expense section.

When these conditions have been met, access the spreadsheet by one of the following methods: click the Allocation icon in this screen; press CTRL+ B; right-click and choose Allocation from the context menu; or choose View > Allocation from the main toolbar.

Percentage: The percentage fields in the State allocation spreadsheet are available only for part-year residents and nonresidents. Enter a percentage in XXX.XX format to indicate the percentage of the allocated expenses in each category for a particular state. If a percentage is not entered in the State allocation spreadsheet, the following are the default in-state percentages.

• The percentage entered in the State allocation spreadsheet on the related activity for the state.
• One-hundred percent for the state that has a postal code in the related activity screen and zero percent for all other states.

Section 179 Carryover: Enter the amount of state section 179 carryover, if different. Zero (0) is a valid entry. If a carryover amount is not entered for a state, the default is the federal carryover amount.

Related topic: State allocation spreadsheet FAQs (1040)

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