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D
debbieatcompass
Level 2
March 6, 2020
Question

passthrough withholding

  • March 6, 2020
  • 1 reply
  • 2 views

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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1 reply

T
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.

    L
    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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