Adding A State Return

23 STEPS

1. The first step is to open the Tax Return

2. On the Personal Information Sheet, the Resident State is set automatically based off of the taxpayer’s address.

3. Select the Resident State from the list, if its not correct.

4. Click Save

5. The state return will add automatically based off of the resident state. To view the state return click the State Tab.

6. Click Revisit

7. Now you can update and modify the State Return. Click Federal to return to the Federal return.

8. Non-Resident state returns are automatically added to the return if the state is listed on the W2. Select the State from the list.

9. Type State EIN

10. Type State Wages

11. Type State Income Tax

12. Click Save

13. To view the state return, Click the State Tab

14. Click Revisit

15. You can now see that the state return for this state is marked non-resident. If it is a part-year resident return you can Click Part-Year Resident

16. Then you can enter the dates the taxpayer resided in that state.

17. Click Federal to return to the Federal Return.

18. The last way to add state returns is to manually add them by clicking the plus sign here.

19. Select the State from the list

20. Click Save

21. Click Start This State Return

22. Now you can update the state return. Click Federal to return to the Federal return.

23. That’s it. You’re done.