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State forms calculate incorrectly

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📊 What to Check

Use this when you need to fix a state calculation that doesn’t look right.

Step 1: Review related fields that drive the calculation

Often, what seems like an incorrect calculation can be corrected by changing entries in other fields used to calculate each amount.

Step 2: Use the state module help for correct data entry

Use the built-in help to confirm the proper way to enter data for the specific form.

All state modules have a help file that offers guidance on proper data entry for each form.

To see this help file on the screen, you must have a state form open and then press F1.

Step 3: Adjust federal form entries so information carries over correctly

This 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 4: Confirm state abbreviations in the correct areas

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.

Tags: install,state,form,federal