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Multi-state apportionment = 108%; how to get to 100%?

K_CPA
Level 2

I'm working on a six state return. Client has payroll & sales in those six states. As we know, different states use different apportionment factors. Proconnect is calculating the apportionment for 5 of the 6 states as part of the "Multi-State Apportionment Summary" it prints out; the 1 exception being the client's home state. 

Is it possible to "force" PC to calculate the apportionment for the home state on this summary? The reason I ask is if I take each of the state's individual forms for calculating apportionment, I come up with 108% apportionment, where as I'm expecting it should be 100%.

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sjrcpa
Level 15

Since each state uses different factors and weights and definitions, it is possible to get more or less than 100%.

 

Apportionment may not be applicable for home state. They may tax 100%. What type of return?


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3 Comments 3
sjrcpa
Level 15

Since each state uses different factors and weights and definitions, it is possible to get more or less than 100%.

 

Apportionment may not be applicable for home state. They may tax 100%. What type of return?


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K_CPA
Level 2

This was precisely what I needed. Thank you.

sjrcpa
Level 15

You're welcome.


Ex-AllStar
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