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How do I add additional Nonresident states on the Main Info Sheet of a 1040 return in SureFire?

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📊 Step-by-Step Guide

Step 1: Designate your nonresident state(s)

Use this when you need to set up nonresident states so SureFire can calculate the correct worksheet amounts.

When you designate a nonresident state, SureFire automatically loads the Resident/Nonresident Worksheet (RES/NR Wkt) into the return. Information calculates to this worksheet automatically.

The RES/NR Wkt handles the first two nonresident states. If there are more than two, the Additional RES/NR Wkt loads to handle up to three more nonresident states.

Step 2: Review and adjust the worksheet after completing the federal return

Use this to ensure the worksheet amounts are correct between resident and nonresident states (and between taxpayer and spouse if filing jointly).

After completing the federal return, review the worksheet and make any adjustments needed between resident and nonresident states or between taxpayer and spouse. SureFire calculates the adjusted amounts to the state forms.

Step 3: Enter state abbreviations on the Main Information Sheet

Use this to make sure the correct state forms appear in the Tree.

After you enter state abbreviations on the Main Information Sheet the state forms should appear in the Tree.

If you do not have the state software installed you are prompted to download the state software or purchase it using Pay-Per-Return.

Step 4: Complete the Federal return and add income for all states

Use this to ensure the state returns have the income needed for each state.

Complete the Federal return and add the income (i.e....W-2) for all states for the taxpayer.

Step 5: Add and complete the first set of state returns

Use this when you have multiple states and need to e-file them in sets.

Add and complete the first set of state returns.

Step 6: Create the e-file(s) and submit

Use this to submit the first group of state returns.

Create the e-file(s) and submit.

Step 7: After approval, re-open the return and remove already e-filed states

Use this to prevent duplicate e-filing when you move on to remaining states.

Once that set of tax returns has been approved, re-open the return, thenremove the states already e-filed.

Step 8: Add and complete the remaining state returns that need to be e-filed

Use this to finish the rest of the states after the first set is approved.

Add and complete the remaining state returns that need to be e-filed.

Step 9: Create the e-file and submit the remaining states

Use this to submit the remaining state returns.

Create the e-file and submit the remaining states.

Tags: federal,form