Partner Bridge: Reformat Partner Name (State Purposes Only)

These states (AL, CA, GA, IN, IA, ME, MD, MN, MS, NJ, NY, PA, UT, VT, and WI) require that the Partner Names for Individual partners be formatted in a specific manner. In order to do the required formatting, you must enter the information in the appropriate fields. When you have activated these states and compute the return, the data in these fields for the individual partners will be used instead of the partner name from the Partner Data screen for the applicable state forms.

Column HQ: AL, CA, GA, IN, IA, ME, MD, MN, MS, NJ, NY, PA, UT, VT, and WI; Partner First Name

If partner is an individual, the partner’s first name. This is optional with a maximum of 16 characters.

Column HR: AL, CA, GA, IN, IA, ME, MD, MN, MS, NJ, NY, PA, UT, VT, and WI; Partner Middle Initial

If partner is an individual, the partner’s middle initial. This is optional with a maximum of one character.

Column HS: AL, CA, GA, IN, IA, ME, MD, MN, MS, NJ, NY, PA, UT, VT, and WI; Partner Last Name

If partner is an individual, the partner’s last name. This is optional with a maximum of 16 characters.

Column HT: Pennsylvania only; PA Only Partner Name Suffix

If partner is an individual, the partner’s name suffix such as Jr, Sr, Esq. This is optional with a maximum of 3 characters.

Import/Export/pbridge_data_reformat_1.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022