When utilizing the State if Different input fields does not produce the end results you're looking for, you may need to consider utilizing the State Source override column available in most income input fields. This should be utilized as a last resort, as this input does override the program's calculations.

  1. Navigate to the applicable input screen to allocate income amounts. Some income screens include:
    • Wages, Salaries, Tips - Screen 10
    • Pensions, IRA Distributions - Screen 13.1
    • Dividend Income - Screen 12
    • Passthrough K-1 Income - Screen(s) 20
  2. Hold down Ctrl+E in the income input field (i.e. Wages, Distributions, Ordinary income, etc.).
  3. Enter the Total Federal income under the Amount column.
  4. Select US under the State column.
  5. Enter the income from the first state under the Amount column.
  6. Select the state abbreviation under the State column.
  7. Select from the Source drop-down menu.
  8. Enter the income from the second state under the Amount column.
  9. Select the state abbreviation under the State column.
  10. Select S from the Source drop-down menu.
    • If you have more than 2 states repeat Steps 6 and 7 for each state
  11. Click OK to the multi-state allocation screen.

Important! Note: The State if Different input fields are specific to tax law differences between Federal and State.

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