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How do I enter state apportionment in a 1065 return using worksheet view?
Go to the Common State > Allocation and Apportionment worksheet.
In Section 1 - Property Factor , select Detail .
In Line 1 - Property Code , select a property factor. In the Beginning of Year and End of Year columns, enter information for each state as applicable. Select Summary to return to the previous screen. In Section 2 - Payroll Factor , select Detail .
In Line 1 - Payroll Code , select a payroll factor. In the Amount column, enter information for each state as applicable. Select Summary to return to the previous screen. In Section 3 - Sales Factor , select Detail .
In Line 1 - Sales code , select a sales factor. In the Amount column, enter information for each state as applicable. Select Summary to return to the previous screen. Calculate the return. Notes:
The program will default to 100 percent apportionment when no apportionment information is present for a given state.
It is necessary to enter 0 for any state with zero apportionment. The program creates an apportionment percentage for each state using the state allocated amount over the "Everywhere" amount.
This percentage is then taken times the federal income amount to determine the portion attributable to the indicated state.
