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debbieatcompass
Level 2
March 6, 2020
Question

passthrough withholding

trying to pass through withholding from real estate sale to beneficiary and put it in the "Credit for state withholding paid on or before 12/21/19 and it does not go to the Form 540

Do i need to file a 592/592-B for the trust to the beneficiary?

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2 replies

tina
Level 2
March 6, 2020

According to a recent conversation with the FTB concerning this issue for 2018, yes, you have to file a Form 592 for each beneficiary or shareholder.

    lwe_aft
    Level 2
    March 16, 2021

    Same issue. I manually completed the 592, 592-B forms and entered the amount of withholding on the k-1 overrides but it is still showing a 30,000 refund to CA from the 593 withholding from the sale of real estate. 

    How do I have Lacerte realize I have allocated the withholding to the beneficiaries?

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