Drake Tax – State or City Information on Result Letter

Article #: 10098

Last Updated: October 18, 2024

 

Tags: Drake Taxefile

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This article discusses issues that may cause the result letter to not display state information correctly (or at all). See the sections below for more information.

State Info. Not Showing on Result Letter

A state extension screen or the presence of unneeded data in the return can prevent state information from being displayed in the results letter.

  • State extension – If you generated an extension, use the STEX screen (1040 return) or the specific state EXT screen (business returns) to mark that the taxpayer has filed the state extension, and is now ready to file the state return.

  • Unneeded state data in the return – Unneeded state data in the return occasionally prevents state information from being displayed in the result letter. On the main data entry screen in the return, press Ctrl + SHIFT + R to repair the return.*

If you still do not see your state information being displayed in the letter, contact Drake Support at (828) 524-8020.

State Info. Showing When Not Needed

Note  Suppressing the state on the EF Selections screen only prevents the state return from e-filing. It does not suppress the state return from generating. As long as the state return is generated, it will show in the result letter.

To refresh letter results, go to data entry of the return and complete the key combination of Ctrl + SHIFT + Rto repair the client data file.* This will not remove the state from the letter if the state return still exists, even though it is not being e-filed. This will remove any invalid state or city results from the letter if the state/city returns are no longer present. On the repair screen, make sure that the box is checked to Automatically Remove State Calculation Result Records.

Caution  *Ctrl + SHIFT + R removes unneeded state files. A 709 Gift Tax return also can be removed when using this function. Read the warning screens carefully before responding if the return you are in has a 709.

To prevent a state return from being produced, either:

  • Go to the PRNT screen and choose the state you want to suppress under Suppress these states.

  • Verify that the state was not chosen on any data entry screen, including federal screens, and no state screens are highlighted where no data has been entered for that state.

Displaying EF or Paper-File State Information

If e-file information is not displayed on the result letter, check the following items:

EF Messages

In View/Print mode, review and clear all EF Messages for the state.

Some states require that federal EF Messages also be cleared before the state is eligible for e-file.

State suppression

  • In data entry, ensure that you have not suppressed the state on the EF screen.

    • The Do NOT send any states field and the SUPPRESS ALL E-FILE field should be clear.

    • If there is a selection in any of the STATE E-FILE OVERRIDE fields, the state you want in the result letter is selected. The fields must all be blank, or your states must be selected.

  • On the Setup > Options > EF tab, you have not suppressed the state or all State EF.

Override

You can also override state filing information that will display on the result letter. On the COMM screen, choose either EF or Paper filing information for individual states selected from the field drop lists: