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1040 States

Multiple state returns - Process part-year resident and nonresident returns for the same state

First determine which of the 2 returns you won't need to proforma next year. Only data for the last return you process for the state is available to proforma. This means that when you add the state return for the client, you'll first need to enter the return type that you don't plan to process next year. When you've finished processing that return, change the return type to the one you want to proforma next year.
  1. Select
    File
    , then
    Client Properties
    .
  2. Select
    Add state
     to add the state return you want to process for this client.
  3. Select the state's application button in the folder list.
  4. Select the input screen folder, then the tab for the input screen where you want to enter data.
  5. Enter the data for the federal and state returns.
  6. When you're satisfied the state return is correct, select
    File
    , then
    Print
     to print the client's state return.
  7. Select
    File
    , then
    Client Properties
    .
  8. Select the state's tab to change the state return entity type to the 2nd state return.
  9. Enter the data for the federal and state returns.
  10. When you're satisfied the returns are correct, select
    File
    , then
    Print
     to print the client's federal return and 2nd state return.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • State: All states, Alabama

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