Processing multiple-state returns (1041)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

This topic provides general information about processing state or multiple-state 1041 returns.

A multiple-state return is one that has one resident state and one or more nonresident states attached.

Properly preparing federal returns

As much information as possible transfers from the federal return to the state return to minimize the amount of data entry at the state level. There are several areas on the federal input screens where you are required to enter data specifically for the state return.

Selecting the state return to process

You can add state returns for a client at any time. After you add a state return for a client, a product button with the state's name appears at the top of the folders block in tax data entry. To enter state data, click the state's product button and click the state's input screen folders on the left side of the screen. To switch between federal and state returns, click the product buttons at the top of the folders block.

Some states have resident and nonresident returns on the same forms. Other states have separate forms for residents and nonresidents. The appropriate choices of forms are available for the states you have selected in File > Client Properties.

When you enter data in federal input screens and statements dialogs, the first time you enter the state postal code of a licensed state product, you are asked if the state should be added to the return (if you have not already done so). This prompt occurs only once for each state.

When you proforma data for a client with a multiple-state return in the previous year, the appropriate states are automatically included in the folders block for that client if the state application is present, or the appropriate state is automatically included the first time the client is opened after the state application is installed. Note that if one or more of the states is no longer applicable, the state can be removed using the File > Client Properties dialog. For more information, see Deleting a state / city return for a client.

Previewing and printing returns

To preview all of an open client's returns, choose File > Preview. From the preview window, use the Print Page button to print a single page or the Print All button to print all of the client's return. Also, to print returns, choose File > Print Returns. See Printing tax returns for more information.

Invoice: A 1041 invoice automatically with the client's returns. Because UltraTax CS prints only one invoice per client, complete all returns applicable to the client before printing. The invoice then lists amounts for each of the client's returns.

Setting up treatments

See Setting up treatments.

Related topics

1041-US: State processing FAQs

Share This