Adding part year resident, or non-resident, state tax forms to a return

Adding part year resident, or non-resident, state tax forms to a return

Sometimes a state will use the same form for resident, partial resident, and non-resident taxpayers. Sometimes a state will ADD a form for partial resident or non-resident taxpayers.

However, in many cases, a state will use a completely different form for these different cases. These forms are mutually exclusive with the full time resident form, and therefore will not be listed to be added. To add the correct form, the full time resident form must be removed first.

    • Related Articles

    • Error Message: “State attached does not include any forms” when verifying a return

      SYMPTOMSWhen verifying a tax return, the following error appears: ‘Client Data - State attached does not include any forms’ CAUSE RESOLUTIONTo clear this verification error, one of the following must occur: The state tax return must be completed. The ...

    • How to manually enter a tax preparation fee in a tax return

      SUMMARYThis article demonstrates how to manually enter a tax preparation fee in a tax return. MORE INFORMATION Method 1: Manually add a fee to the tax return Invoice Open the appropriate tax return and then click on Invoice – Billing & Pmts on the ...

    • How to view a list of non-returning customers

      SUMMARYThis article demonstrates how to run a report of customers who have not returned to you for tax preparation services during the current tax year. MORE INFORMATION To view a list of non-returning customers, follow these steps: On the Utilities ...

    • How to add or remove forms in a print packet

      SUMMARYThis article demonstrates how to add or remove forms and worksheets in a print configuration. MORE INFORMATION To add or remove a form or worksheet to a print packet, follow these steps: On the Setup menu, click Printer Setup. On the ...

    • Rules for claiming the Child Tax Credit

      SUMMARYThis article provides information on the Child Tax Credit. MORE INFORMATIONWith the Child Tax Credit, the taxpayer may be able to reduce the federal income tax they owe by up to $1,000 for each qualifying child under the age of 17. A ...