State Packages Electronic Filing Online Filing Individual Preview on Page 1

State Packages Electronic Filing Online Filing Individual 2026

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  1. Click 'Get Form' to open the State Packages Electronic Filing Online Filing Individual in the editor.
  2. Begin with Step 1, where you will complete the Research and Development Worksheet if applicable. Transfer amounts from Schedule 1299-I to the corresponding fields in Step 1.
  3. Proceed to Step 2. Enter the total amount of credit available from your previous year's Schedule 1299-D on Line 4. Follow the instructions for Lines 5 through 10 carefully.
  4. In Step 3, list all new credits earned this year. Ensure you enter expiration dates, credit codes, and amounts accurately in Columns A through I as per the guidelines provided.
  5. If additional rows are needed for more credits, attach extra Schedule(s) 1299-D and summarize totals accordingly.
  6. Finally, review all entries for accuracy before saving your completed form. Keep a copy for your records.

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