Apportionment Information / In-state vs. Everywhere apportionment amounts (990)s

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On 990 state apportionment forms, data is divided into two categories.

  • In-state amount: This is the factor amount for a specific component and for a specific state. It includes only the amount applicable to that state. The in-state amounts that appear in the state column on the apportionment forms are the amounts you enter in the Apportionment Information window.
  • Everywhere amount: This is the total apportionment amount for a specific component. It includes both the in-state amount and the amount outside of that state. State apportionment forms refer to this amount by a variety of titles, including "total amount," "everywhere," and "within and outside." The everywhere amounts that appear on the apportionment forms are the amounts that appear in the Everywhere / (Override) column of the Apportionment spreadsheet or the amounts that are entered in the respective state's column in the State Everywhere Force dialog if you need to force the Apportionment spreadsheet's everywhere amount for that particular state. See Force everywhere amounts for apportionment forms.

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