Apportionment Information > New York tab (1065)

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:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the client and if additional apportionment information is required.

To enter state-specific apportionment information, click the appropriate state tab at the bottom of the Apportionment Information window.

Special information for processing New York MCTD returns

The New York Metropolitan Commuter Transportation District includes New York City and Yonkers. You should not include amounts for New York City and Yonkers in the MCTD column. UltraTax CS totals the MCTD, New York City, and Yonkers columns and transfers the amount to the MCTD amounts column on the MCTD Partner Allocation Worksheet.

Fields & buttons

General information group box

UltraTax CS uses information you enter in this group box to complete form fields and answer questions that are not addressed in the Apportionment Information spreadsheet.

Mark this checkbox to set Yonkers apportionment equal to the values entered for New York apportionment.

Mark this checkbox to set Yonkers apportionment equal to 0% when the apportionment grid is not used (apportionment in New York defaults to 100%).

Mark this checkbox to set New York City apportionment equal to the values entered for New York apportionment.

Mark this checkbox to set New York City apportionment equal to 0% when the apportionment grid is not used (apportionment in New York defaults to 100%).

Mark this checkbox to set MTA apportionment equal to the values entered for New York apportionment.

Mark this checkbox to set MTA apportionment equal to 0% when the apportionment grid is not used (apportionment in New York defaults to 100%).

Click this button to open the City Information dialog to enter information for the Yonkers, MCTD, and New York City Apportionment Information spreadsheet. For more information, see Apportionment Information > Cities and other returns tabs.

Apportionment Form Combination Tables Guide

Click the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab, if applicable, are combined onto the apportionment form.

Apportionment Form Combination Tables Guide

Share This