State forms calculate incorrectly
🔍 State forms calculate incorrectly
Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount.
⚠️ Before You Begin
All state modules have a help file that offers guidance on proper data entry for each form.
📊 Step-by-Step Guide
Step 1: Use the state form help file
Use this when you need guidance on proper data entry for a specific state form.
To see the help file on the screen, you must have a state form open, and then press F1.
Step 2: Check federal form entries that carry over
Use this when the state calculation seems wrong but may be caused by federal form inputs.
The solution may be to alter where or what you enter on federal forms to have the information carry over properly to the state return.
Step 3: Verify state abbreviations in the correct sections
Use this when state abbreviations may be entered incorrectly, causing calculations to be off.
Also, make sure the state abbreviations are entered appropriately in the State Information section of the Main Information Sheet and Forms W-2 and 1099, and that the asterisk boxes next to the state abbreviations are used properly.
❌ Common Issue to Watch For
What seems like an incorrect calculation can often be corrected by changing entries in other fields used to calculate each amount.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: state,form
Support Center