Met Mizer
Level 1
03-21-2021
09:47 AM
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Have a complex trust that is not transferring data from 1041 to NY-IT-205 page 2. For some reason when entering the information for dividends there seems to be a drop down box to select US or NY which makes it different from other trusts that don't have the issue of data transferring to NY form.
HELP!!!
Thanks
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sjrcpa
Level 15
03-21-2021
10:23 AM
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Did you select US or NY?
The more I know the more I don’t know.
Met Mizer
Level 1
03-21-2021
10:30 AM
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Got it!!
FY NY resident wasn't selected in Client Info - DAH!!!
Thanks
sjrcpa
Level 15
03-21-2021
10:33 AM
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That was going to be my next question. Glad we could help. 😉
The more I know the more I don’t know.