I have a client with two states requiring a return. After entering all information for the federal return the two states did not appear in the left hand margin as they usually do. How do I load the information worksheets for them?
Do you have the state modules installed?
I'm not familiar with Basic, but in Professional you have to install the individual states that you need.
Update > Select and Download New Products and choose the states.
Does Basic have a similar menu?
Again, I dont use Basic, so Im not sure how the navigation works.
ProSeries Professional has a state allocation worksheet at the bottom of the federal information worksheet, does Basic have something like that? Maybe if you set up the states using that worksheet, the states will appear where you expect to see them.
Professional has a button on the toolbar to switch over to a state return, maybe Basic has something similar?
IDK Basic, either, but in PS Pro the states do not appear in the left hand column. You have to click on the State button and go down the list of state returns installed.