State Everywhere Force dialog (1065)

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Use this dialog to override the everywhere amount for a specific state's apportionment form.

In-state vs. Everywhere apportionment amounts

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

  • In-state amount: This amount is the factor amount for a specific component for a specific state. The amount includes only the amount applicable to that state. The in-state amounts that appear on the apportionment forms are the amounts entered in the Apportionment Information window. (For city and other returns, the in-city amounts that appear on the apportionment forms are the amounts entered in the Cities and other returns dialog.)
  • Everywhere amount: This amount is the total apportionment amount for a specific component. The amount includes both the in-state amount and the amount outside of that state. State apportionment forms refer to this amount by a variety of titles, including "total amount," "everywhere," and "within and outside." The everywhere amounts that appear on the apportionment forms are the amounts that appear in the Everywhere / (Override) column of the Apportionment Information spreadsheet or the amounts entered in the respective state's column in the State Everywhere Force dialog, if you need to force the Apportionment Information spreadsheet's everywhere amount for that particular state. (Note that the amounts entered in the Cities and other returns dialog are not included in the everywhere amount.)

When the amount in the Apportionment Information spreadsheet's Everywhere / (Override) column does not apply to a particular state, use this dialog to force a different everywhere amount for that state's apportionment form.

To open the State Everywhere Force dialog, choose View > Apportionment with a 1065 state client open, and click the Edit State Everywhere Force Edit State Everywhere Force button button, or choose Edit > State Everywhere Force.

Apportionment data entry

  • White fields: UltraTax CS uses the amounts entered in the white fields in the state, city and other return columns as the everywhere amount on that state, city or other return apportionment form. If you enter data in a white field, UltraTax CS ignores the corresponding amount that appears in the Apportionment Information spreadsheet's Everywhere / (Override) column for that state, city, or other return only. For additional information about combining the white fields on the spreadsheet onto the apportionment forms, refer to the Apportionment Form Combination Tables Guide.
  • Shaded fields: You cannot enter data in the shaded fields in the state everywhere force spreadsheets. Fields are shaded if (a) there is a statement for that component in the Apportionment Information spreadsheet or the Cities and other returns dialog or (b) that component is not used on the state, city, or other return apportionment form.
  • Overriding the everywhere amount for all states: If desired, you can override the everywhere amount in the Apportionment Information spreadsheet for all states rather than for just a single state. See Overriding everywhere amounts for all 1065 apportionment forms.

Dialog components

State Everywhere Force menu

State Everywhere Force toolbar


Spreadsheet columns

  • Component: This column lists the most frequently used elements for this factor.
  • State / City / Other return: Use these columns to enter everywhere amounts that you want to use for that state, city, or other return. Note that only states, cities, and other returns attached to the current client appear as columns.

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