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- Re: 1041/541Ca Fiduciary return with 1099-R and state tax withheld not being passed to return.
1041/541Ca Fiduciary return with 1099-R and state tax withheld not being passed to return.
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TO_EA
Level 3
03-14-2021
08:10 PM
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Hi
I've got a 1041/541 return for US/CA. There are 1099-R's from a final distribution of an annuity with Federal and state tax withheld. I'm entering the tax withheld like I would on a 1040 pension screen but the state tax is not passing through to the state return. Any idea what I can do to get the tax withheld to pass through to the 541?
Thanks in advance for your time!
TO-EA
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TO_EA
Level 3
03-14-2021
08:31 PM
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I found a post that suggested entering the withholding into the screen "Other State Tax Credits" on the line for 592-B payments. This allows the withholding to pass through to the Form 541. Thoughts?
