UltraTax CS
Click the following links for information about state allocation and multiple-state processing in federal 1041 returns.
- Opening the State allocation spreadsheet
- State allocation spreadsheet keyboard shortcuts
- Entering state allocation information
- Deleting state allocation information
- Printing state allocation information reports
- State fields in UltraTax/1041
- Processing multiple-state returns
- Using the Excel Export / Import utility for multi-state allocation information
- Multiple-state processing FAQs
Video: Allocating income to part-year and nonresident state returns: Activity income (approx. 2.5 minutes)
Video: Allocating income to nonresident state returns: Interest and dividend income (approx. 3.5 minutes)
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