New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
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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