How to submit a return that has more than 5 non-resident states in SureFire?
🔍 How to submit a return that has more than 5 non-resident states in SureFire?
This guide walks you through the steps to submit a return in SureFire when you have more than 5 non-resident states.
⚠️ Before You Begin
Make sure you have the information needed to complete the federal return and the state returns, including wage and income-related forms for all states included in the return.
📊 Step-by-Step Guide
Step 1: Enter states on the Main Info sheet
Use this when you need to enter the state setup for the return.
Go to the Main Info sheet, enter the resident states, part-year resident states, and the first five non-resident states.
Step 2: Add wage and income-related forms for all states
Use this to ensure all state-specific income is included.
Add all wage and income-related forms to the return for all states.
❌ Important Note
Note: If there are more than four states on the W-2, seeSureFire: 1040 Form Instructions - Form W-2 - Wage and Tax Statement
Step 3: Complete the federal return
Use this to prepare the base return before filing states.
Complete the federal return.
Step 4: Complete the state returns for the states in this return
Use this to generate each state return included in the filing.
Complete the state returns for the states that are in this return.
❌ Important Note
Note:Some states cannot be filed as un-linked. These need to be filed at the same time as the federal return.
Step 5: Create the e-file(s) and transmit the returns
Use this to submit the returns electronically.
Create the e-file(s) and transmit the returns.
❌ Important Note
Note: Many resident states offer a credit for taxes paid to the non-resident state. Do not file the resident state return until you have completed all returns.
Step 6: Wait for acceptance acknowledgement
Use this to confirm the e-file transmissions were accepted.
Once you have received an Accepted "Acknowledgement: for all the returns e-filed
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form
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