When creating a return the state listed on the Client Data Page for the taxpayer's address will automatically be added to the tax return.
Any additional states that the taxpayer lived in or had income from may need to be added to the tax return. If you are unsure of the filing requirement for a state, please contact CTTS for more information. In this article we will cover the basic steps for adding an additional state.
1. Begin by entering all income on the tax return. In the case of this example you would enter all the state information on the bottom of the W-2.
2. Select Add Form
3. Select the State tab.
4. Select the state you need from the list of available states.
5. Select the correct state form. This may be a non-resident, part-year resident, long form, or reciprocal form depending on the state and the taxpayer's situation. Highlight and double-click to add.
6. If the state is not already downloaded, save the return, Transmit to Central Site, and apply all updates.
7. Complete the necessary forms and schedules attached to the return.
Check to see if your taxpayer qualifies for Credit For Taxes Paid to Another State in their home state to potentially reduce their state tax liability.
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