Alabama Form 41 (Trust Return)

Forum|Forum|4 years ago
March 15, 2022
7 replies
28 views

I have a trust return that has to file in two states. Alabama is the resident return. So far I am unable to make the adjustments (Sch C) work properly. So I can override amounts myself, but will this stop the return from transmitting electronically?

Also, if I remove the Alabama return and then reopen an Alabama return without transferring data, should I be able to just do the return from scratch myself without any problem? Not sure if that would prevent the federal return from attaching in the efile process.

TIA

ProSeries Professional

This topic has been closed for replies.

J

JH7

Employee

If you override Sch C then it may cause issues with e-filing.

You mentioned "without transferring data". Is that year to year transfer or Fed to state transfer? Fed to state transfer cannot be removed but year to year transfer can be removed with removing the state return.

May I ask why Sch C does not work for you? Column C is the AL adjusted amount. In your case, it is a resident trust so Column C reports all source Fed amount adjusted for AL purpose (like conformity, tax deduction adjustment, etc.). Please provide more details so I can help you with troubleshooting.

N

nancy2Author

Level 6

Thank you for your response. I wish I knew why it doesn't work. I have spent much time trying to make it work and the only way to do that apparently is override.

One issue is the Sch E amounts. Both of which are not Alabama items. One is rental property that has been an issue for years and I have simply made another line on the Schedule called, Non Alabama Income to back it out. This year there is a partnership interest..... again, not an Alabama item. I have been unable to find a way to back that out other than overriding the Sch C Alabama amount to zero. Which results in an error message of course. I have asked the question here a few days ago about some worksheet that is referenced in the instructions but I cannot find it in the program.

The next issue is allocating the federal expenses between the two states. The only worksheet I can locate in the program simply allocates between taxable and tax exempt. Which is not an issue in this case.

I also need help with the K-2 form on a partnership return. Can you help with that?

Thank you.

I

ihan

Level 4

What is your question on Schedule K-2?

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