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The trust has federal and state tax withheld on an annuity. Income is being distributed to thebeneficiaries and there is excess withholding that also needs to b...
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It turns out the adjustment can be made in the carryover section at the bottom of the CA Sched E worksheet and then it carries over to the 3801 worksheets. Than...
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I have been unable to correct /adjust prior year entries on these CA worksheets although I was able tocorrect the same entries on the federal 8582 worksheets. H...