lyleKS
Level 3

I'm preparing a complex trust tax return.  The trust reports activities from three K-1s.  Two of the K-1s reported charitable contributions for the year.  When entered on Lacerte, the contribution shows up on the 1041 Schedule A line 7 with description "from K-1". 

This seemed fine.  However, I received a critical diagnostic warning that for e-file purposes the amount needs to be moved from the K-1s to the charitable deduction input area and to setup a charitable payee reflecting this information, which in turn tells me I need to file Form 1041-A, all for contributions totaling $356.

The diagnostic does disappear if I chose to not e-file the trust return, so that's (sort of) one solution.  Has anyone else run into this problem and have any suggestions or solutions.

 

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