Multiple-state processing FAQs (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

The following includes answers to common questions about multiple-state processing.

What is a multiple-state return?

What is the difference between AGI and Build-up states?

How do I enter wage information when processing multiple-state returns?

How do I enter interest and dividend data and properly allocate the income to the state tax returns when processing multiple-state returns for a single client?

What is K1 and K1T spreadsheet allocation?

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