Apportionment Information > Illinois tab (1120)

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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 return 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.

Fields & buttons

General information group box

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

Type of organization if using special apportionment formula

For insurance companies, financial organizations, transportation companies, and federally regulated exchanges, select a code from the drop-down list attached to this field. UltraTax CS uses the selection entered to calculate the special apportionment formula. If the field is blank, no special apportionment formula is used.

Code Description
I Insurance company (C Corp)
F Financial organization
T Transportation service
E Federally regulated exchanges

Tax exempt interest inc

UltraTax CS adds the Illinois amount and the Everywhere amount you enter in these fields to Sales factor calculation on Form IL-1120 or IL-1120-ST.

Alternate apportionment group box

Insurance, Transportation, Exchange button

Click this button to open the Special Apportionment dialog and enter alternate apportionment for this state.

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 (PDF)

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