To unlink the state:
- Add state forms to the return.
- Locate the Do you want to electronically file this return? Section (will appear in red) on the state form.
- The second line reads Check here if you want to file this return as unlinked; check that box.
Run diagnostics, and create the e-file for both federal and state returns. When transmitting returns, both will be active to send.
Some states do not allow you to unlink their state from the Federal; therefore, the federal must be sent first before the state can be sent.
This information applies to all years of the UltimateTax software.
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