Jamie L Walling
Level 2

I am preparing a fiduciary return that has three OR beneficiaries and one CA beneficiary.  

Three calls and three hours later with technical support and I am still unable to generate K-1's based on the beneficiary's state or residence (no source income from any state, it is all interest and dividends).

One of the support rep's I spoke with said pick a state, issue the K-1's under that state and the beneficiaries will need to just report the income on their state return.

Another one suggested I just override all forms and allocate manually.

Any help would be greatly appreciated.  I am beginning to think issuing a K-1 based on state of residence is not an option.  

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