1040-US: Accessing the state allocation spreadsheet for Screen 2106

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


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

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 UltraTax CS 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, UltraTax CS defaults to the following in-state percentage:

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, UltraTax CS will default to the federal carryover amount.

Related topic: State allocation spreadsheet FAQs (1040)

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