1. Go to the Shareholders> Special Allocations worksheet.
   • Select section 2 - Special Allocation Detail.
     • In line 1 - Code Lookup, enter the federal or state allocation code.
       • To view the list of codes, use the drop-down arrow, double-click on the box or press F4.
       • The code that is selected will automatically populate in the Allocation Code box and the Description Box.
     • In the grid in line 4 - Special Allocation Detail, in the Shareholder Number column, enter the applicable shareholder number.
       • Note: You can also use Ratio IDs that have already been defined in the section 3 - Ratio Allocation Worksheet.
     • In the Allocation column, enter the percentage or dollar amount to be allocated to that shareholder.
     • • Repeat above steps for remaining shareholder involved in the special allocations.
2. Calculate the return.

Notes:

• If you are using activity numbers in the return, enter the activity numbers in this worksheet in order for allocation to work properly.
• To view options for special allocations, go to the Shareholders > Special Allocations worksheet, section 1 - Special Allocation Options.