We have turned on the feature that allows you to enter the basic state information that is required for your specific state after you complete the Taxpayer’s personal information.
Note: This will appear on new returns and returns where the state is not already completed as a resident state
Step 1:
Select the Taxpayer’s resident state. Note: If this is not selected the state page will not display and the state will not automatically calculate until you add it in the state section.
Step 2:
Click continue after completing the Personal information page. If the resident state is not loaded on an existing return or if this is a new return, the state basic page will load
In this example of GA, I can answer the address question and enter an email address: Note that [email protected] is a format template letting the user know the required format of the field.
Step 3 (optional)
Verify the information flowed to the state return. The purpose of this field is that if no additional changes are needed for the state, you can enter the data at this point rather than editing the state in the state section.
This is an example of answering “No” to the address question and entering [email protected] as an email address.
Example of NC Basic page in Personal Informatio
Blog Posted 03/29/2018