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Estimated Tax Payments made by a fiduciary allocated to beneficiaries
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J Nolen
Level 1
02-27-2021
11:40 AM
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A trust made estimated tax payments for 2020. 2020 is also the final year for the trust. I have found where the federal estimates can be allocated and passed to the beneficiaries on the K'1s. Does the same hold true for the Estimates paid to Oklahoma? If so, how do I mechanically do that in Lacerte?
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Drphibes
Level 7
02-28-2021
09:06 AM
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How did you get the Federal estimates out to the beneficiaries? I have an Estate open for 3 years that only gets a IRA payout with Fed withholding that all goes to the only beneficiary. In the last 3 years all you needed was to put a 2 in Screen 9 Credits and the IRA Fed withholding would flow to the K-1 box 13 code B, but this year is not working.
