Overriding everywhere amounts for apportionment forms overview (1065)

Alerts and notices

UltraTax CS uses the information in the Everywhere / (Override) column of the Apportionment Information spreadsheet to complete the everywhere amount on the apportionment form for all states and for cities and other returns as required by law.

In-state vs. Everywhere apportionment amounts

On 1065 state apportionment forms, data is divided into two categories.

UltraTax CS combines the amounts you enter in the state columns and the Other column and then displays the total in the Everywhere / (Override) column. If desired, you can override the calculated everywhere amount for all state, city, or other returns or on a state-by-state (city-by-city) basis.

Click the following links to access information about overriding everywhere amounts for apportionment forms.

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