Form 1041 estate Schedule D page 2 does not show the allocations between beneficiaries and Estate' Columns

Forum|Forum|13 days ago
September 28, 2026
1 reply
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Form 1041 estate: $110,000 of long-term §1231 gain paid to charity from corpus under §642(c). How do I get Schedule D line 18a/19 column (2) to show $110,000 and line 18b column (2) $12,720, so Schedule G line 1a uses the Schedule D Tax Worksheet?

At this point, I will have to override to yield the correct numbers on Schedule D page 2 to show the allocation between the two columns for beneficiaries’ and for the Estate’s. Please help - Is there a way to override? At Screen 43, I overrode the beneficiaries’ LTCG and S. 1250 uncaptured allocations. Is there another screen i can use for the Estate’s portions?

Kathi_at_Intuit

Moderator

Hi @username178069 great to see you in the Community and thanks for posting.

This may help with getting the Schedule D line 18a/19 column (2) to show $110,000 and line 18b column (2) $12,720, so Schedule G line 1a uses the Schedule D Tax Worksheet. We entered a disposition in screen 22.1 and then used the Carryover/Misc section of Lacerte to enter the Unrecaptured Section 1250 Gain [O] (pictured below).

This does populate the Sch D tax worksheet and puts an amount on Form 1041 Sch G line 1a.

If further help is needed, we'd recommend reaching out to Lacerte Support. They’d be able to remote in, take a look, assist with input and generating forms.

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