Karen_pdx
Level 4
08-11-2021
12:30 PM
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Further update, I did find in the instructions that Sch G is not required when all the beneficiaries are CA residents, so that takes care of this particular fact pattern, since the single beneficiary is a CA resident.
However, in playing around with the inputs, I tried setting both trustee and beneficiary as nonresident, and even then the Sch G did not populate. Just for knowledge sake, if someone knows how to trigger Sch G to populate, I would appreciate knowing.