Skip to main content
Level 2
March 24, 2024
Solved

ProConnect defaulting to state code. Correct or incorrect?

  • March 24, 2024
  • 1 reply
  • 7 views

Hi! 

I have a client who is an Oregon resident. Because of this, every time I enter numeric data. (i.e. interest / dividend income and 1099-R figures), the location code defaults to Oregon, instead of US. My question is: Does using the Oregon location code change what / how the data gets reported on the federal return? Or, does it simply help the software collect data for the Oregon return? Further, My client is a part-year Oregon resident this year (sharing with Washington State), so do I need to allocate earnings like dividends, interest, and retirement to both OR and US (WA doesn't have income tax/ doesn't require a return)? 

Thank you so much for your help! 

    This topic has been closed for replies.
    Best answer by sjrcpa

    Yes you need to allocate everything to OR or US.

    These tags do no affect the federal return.

    1 reply

    sjrcpa
    sjrcpaAnswer
    Level 15
    March 24, 2024

    Yes you need to allocate everything to OR or US.

    These tags do no affect the federal return.

    The more I know the more I don’t know.
    Level 2
    March 26, 2024

    Thank you so much @sjrcpa !!!