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Further update, I did find in the instructions that Sch G is not required when all the beneficiaries are CA residents, so that takes care of this particular fact pattern, since the single beneficiary is a CA resident.
However, in playing around with the inputs, I tried setting both trustee and beneficiary as nonresident, and even then the Sch G did not populate. Just for knowledge sake, if someone knows how to trigger Sch G to populate, I would appreciate knowing.
Per discussion with Lacerte, Schedule G only populates if the return type is a trust. The problem is if the return is for a Revocable Trust for which you did a 645 election i.e. treat as an estate. Then Lacerte will not populate Schedule G since this tax return will have a return type of "Decedent's Estate" and not a trust. ProSystem FX has an override box in their input which states "Force Schedule G" for this situation. Lacerte also needs a similar override box to take care of Revocable Trusts which have filed a 645 election and have either a CA resident trustee or CA resident beneficiary.
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