1040-US: Accessing the state allocation spreadsheet in Screen 6198

Alerts and notices

Question

How do I access the State allocation spreadsheet in Screen 6198?

Answer

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

  • The client being processed must include at least one state return.
  • You must be viewing Client Organizer or Tax Input Screen data entry.
  • For Screen 6198, data must exist in the Description field.
  • At least one field must have preparer-entered data present.

When these conditions have been met, access the spreadsheet using one of the following methods:

  • Click the State allocation button on this field.
  • Press CTRL+B.
  • Right-click and choose Allocation.
  • Click the View menu choose Allocation.

Related topic: Form 6198 - At-risk calculations FAQs (1040)


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