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Level 4
February 15, 2024
Question

Form 1041

  • February 15, 2024
  • 1 reply
  • 11 views

Hello Gurus!

Decedent was NV resident and her CA property was sold after death.

I have to issue a CA Form 541 to show the sale.  However, the CA form pulls in unrelated non-CA income from the federal 1041 and calculates income tax on it. How to fix it?

Thank you!

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    1 reply

    Just-Lisa-Now-
    Intuit Community Champion
    February 15, 2024

    Isnt there a box on the 541 to show that they were a CA non-resident, I know its got a string of questions that need to have yes or no boxes checked, is it in there somewhere?

    Im not sure if theres a non-resident state worksheet like the 1040 has.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    evaAuthor
    Level 4
    February 15, 2024

    Nowhere! I was searching everywhere on the information sheet and could not find it. I hope a CA expert may see this post?

    Thanks, Lisa!

     

    Ohhhh! Just found that a Sch G has to be filled out to determine resident vs non-resident fiduciary returns!

    evaAuthor
    Level 4
    February 15, 2024

    Found it.  It's on page 3-4 on Form 541