How to enter state withholding paid from a passthrough entity K-1 in Lacerte

This article will help to enter withholding taxes in the individual module, that were paid on behalf of the partners, shareholders, or beneficiaries.

For more Schedule K-1 resources, check out our Tax topics page for Schedule K-1 where you'll find answers to the most commonly asked questions.

To enter the withholding paid by the partnership on behalf of the partner:

1. Go to Screen 20, Passthrough K-1's.
2. Select Partnership Information from the top-left menu panel. 
3. Select Line 15 - Credits and Withholding from the lower left section menu.
4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.

To enter the withholding paid by the S Corporation on behalf of the shareholder:

1. Go to Screen 20, Passthrough K-1's.
2. Select S Corporation from the top-left menu panel. 
3. Select Line 13 - Credits and Withholding from the lower left section menu.
4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.

To enter the withholding paid by the estate or trust on behalf of the beneficiary:

1. Go to Screen 20, Passthrough K-1's.
2. Select Estate or Trust from the top-left menu panel. 
3. Scroll down to the Line 13 - Credits section.
4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.