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How to enter part-year or nonresident states in ProConnect Tax

by ProConnect Tax Online Updated 1 year ago

This article will guide you through entering part-year resident or nonresident states on an individual (1040) return. For some states, part-year and nonresidents file a different return form. For others, a part-year or nonresident checkbox is simply marked on the return. Refer to your state's website for specific instructions on which forms to file.

Follow these steps to enter part-year and nonresident states:

  1. Go to the Profile tab.
  2. Click in the Add a state return field at the top left of your screen.
  3. Add any states where you're required to file.
    • Non-taxing states, like Alaska, Florida, Nevada, South Dakota, Texas, Tennessee, Washington, and Wyoming, usually don't need to be added here.
  4. Go to the Input Return tab.
  5. From the left of the screen, select General and choose Client Information.
  6. Under the Resident Status section, select the Resident State as of 12/31 from the dropdown list.
  7. Check the box labeled Full Year Resident?, if applicable.
  8. Check the box labeled Multi-State Return? if it wasn't automatically checked.
    • This entry is mandatory to generate part-year and nonresident returns.
  9. From the left of the screen, select State & Local.
  10. Select Part-Yr./Nonres. Information to expand the menu and view the part-year and nonresident screens for the states on this return.
  11. Make the appropriate entries on the appropriate Part-Year/Nonresident Info screen(s).
    • The input will vary by state, but typically includes residency dates or move dates for part-year returns, as well as a permanent resident or domicile state.

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