Support CenterState information is not transferring correctly from the federal return
🔍 State information is not transferring correctly from the federal return
All states have a help file that contains state instructions. This guide explains where to find those instructions and how they can help you enter federal information so it carries correctly to the state return.
⚠️ Before You Begin
You will need to:
- Open a state form on your screen
- Use the keyboard to press F1 to access the state help file
📊 Step-by-Step Guide
Step 1: Open the state help file
Use this when you need to find the exact state instructions for entering federal information.
- Open a state form on your screen.
- Press F1.
- F1 will bring up the help file for that particular state.
Step 2: Follow the state instructions for federal-to-state carryover
Use this when you need to ensure federal entries flow correctly to the state return.
The information in this file will tell you exactly how to enter information on the Federal return to carry correctly to the state return.
Step 3: Check for required federal boxes and codes
Use this when a specific federal selection or code is required for state information to transfer.
If there is a particular box to check on a Federal form (such as a 1099-R), or a code that needs to be entered on a W-2 for information to flow over to the state, Sure-Fire help will guide you through that process.
Step 4: Review the state “Tax Tips”
Use this when you want additional guidance form-by-form.
Also located in the Sure-Fire help screen on the states, are "Tax Tips" for that state. These will give you helpful information on a form by form basis.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,state,federal,form