All states have a help file that contains state instructions. To get state instructions, open a state form on your screen and press F1. Pressing F1 will bring up the help file for that particular state. The information in this file will tell you exactly how to enter information on the Federal return to carry it correctly to the state return.
If there is a particular box to check on a Federal form, such as a 1099-R, or a code that needs to be entered on a W-2 for information to flow over to the state, UltimateTax help will guide you through that process.
Also located in the UltimateTax help screen on the states are "Tax Tips" for that state. These will give you helpful information on a form-by-form basis.
Solution Article:
1099-R State Instructions
1099-R State Instructions
This information applies to all years of the UltimateTax software.
