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- What "Resident State" do I enter for a foreign beneficiary in the beneficiary input screen 6?
What "Resident State" do I enter for a foreign beneficiary in the beneficiary input screen 6?
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KarenA
Level 2
09-01-2024
04:57 PM
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When you have a foreign beneficiary, if you do not enter a state in the beneficiary input screen 6, you get a critical e-filing diagnostic. This question was asked in 2021 and the answer was to enter "US". However, entering "US" does not work in the 2023 Lacerte fiduciary module.
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BobKamman
Level 15
09-01-2024
05:12 PM
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There's a box on the K-1 for checking "foreign beneficiary." Have you figured out how to get that box checked? (I'm not a Lacerter.) If it's checked and the program still wants a state, then I wouldn't lose any sleep over it because all the K-1 requires is an address. Use a state with no income tax, like South Dakota.
