Currently the only way to get state withholding to flow to both the tax software and the Review Investments > State Taxable income report is to enter it in both 15O AND the withholding line below each state. The review investments > state taxable income would be a very powerful report if it could show where 1040 clients were underpaid in certain states, but we need to see 15O here. As a workaround, we're currently joining the export investment report to the state taxable income report to bring in the data.
