- Go to Screen 9, Controlled Groups (Schedule O).
- Click the Group Information button or link from the top left navigation panel (if not already there).
- Check the box, Carry apportionable amounts to tax return to carry the allocation of tax for this corporation to the Form 1120, Schedule J.
- Enter the Taxable income of the entire group. (2017 and prior only)
- Scroll down to the Apportionment Plan Information - Schedule O section.
- Select the Type of controlled group (Ctrl+T) from the drop down menu.
- Complete all other applicable information for this group.
- Click on the Group Members button or link from the top left navigation panel.
- Complete the General Information section.
Note: The first member entered should be the same information entered on Screen 1, Client Information for this client file.
- Enter the Name of the first member.
- Enter the ID number of the first member.
- Enter the Taxable year ended of the first member.
- Locate the Apportionment Amounts section.
- Complete the Share of subsections as applicable for this member.
- Click Add on the left in the member list to add a new member
- Repeat Steps 9-12 as needed to add all members.
The program carries apportionable amounts to the member whose entry in ID Number matches the entry in Federal ID Number in the Client Information screen..