Adding a state to your return in ProConnect Tax

Before you start:

• Every year, the IRS releases tax forms on a rolling basis. Forms and schedules can sometimes be delayed and may not be final or ready to file. If you have installed a state and it is not showing in the return, please check the tax form finder link to see if the form has been released.
• You can look up state agency e-file dates here: E-file agency approval and start dates

Adding a state to a Individual (Form 1040) return

1. Go to the Profile tab.
2. Select the Add a state return field, at the top left.
3. Select the states you need from the list.
4. Go to Input Return ⮕ Client Information 
5. Select the appropriate Resident State as of 12/31.
6. Check the Multi-State Return? box.
7. Check the Full Year Resident? box, if applicable.

Adding a state to a Fiduciary (Form 1041) return

1. Go to the Profile tab.
2. Select the Add a state return field, at the top left.
3. Select the states you need from the list.
4. Go to Input Return ⮕ Client Information.
5. Scroll down to the State Information section.
6. Check the Multi-State / Non Resident Beneficiary? box.
7. Select the estate or trust's Resident State as of 12/31.
8. Check the Trust (or Estate) is Full Year Resident? box, if applicable.

Adding a state to All other business returns

1. Go to the Profile tab.
2. Select the Add a state return field, at the top left.
3. Select the states you need from the list.
4. Go to Input Return ⮕ Client Information.
5. Scroll down to the State Information section.
6. Check the Multi-State Return? box.