Support CenterAdding state forms to a return
🔍 Adding state forms to a return
To activate a state you have purchased and installed, you will enter the state abbreviation in the return. Then you can add state forms as needed (in addition to the federal forms).
⚠️ Before You Begin
For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add.
You can check what states you have installed on your computer by going to the Help Menu and clicking View Authorization to see all the Federal and State programs you have loaded, along with the versions.
📊 Step-by-Step Guide
Step 1: Activate the state in the return
Use this when you need to activate a state you purchased and installed.
To activate a state you have purchased and installed, enter that state's abbreviation in the State Information section of the Main Information Sheet of the return.
The return for that state then appears in the forms tree, and you can add forms for that state as needed, in addition to the federal forms.
If a state return is not needed then check the box stating that you are not preparing a state return.
Step 2: Enter state wages on the taxpayer W-2 or 1099s
Use this when you need to report state wages.
On the taxpayer W-2 or 1099s, enter the state wages at the bottom.
Step 3: Add multiple states to a return (up to 9)
Use this when you need more than one state on the same return.
To add multiple states to a return, add up to 9 total abbreviations in the Resident, Non-Resident, or Part-Year Resident sections.
✅ Notes
- If you only have one state included in your installation, those forms automatically load with each return.
- For the steps above to work as expected, you must have first downloaded and installed the forms for the state(s) you want to add. To check what states you have installed on your computer, on the Help Menu click View Authorization to see all the Federal and State programs you have loaded, along with the versions.
❌ Troubleshooting
If an installed state does not show up or disappears, go to the Main Info form, remove the state abbreviation and then re-enter it.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: state,form