Generating California Fiduciary returns in Lacerte

This article will help you generate the 541, 541-A and 541-B for Fiduciary returns.

To add California to the return:

1. Go to Screen 1 Client Information.
2. In the Returns section, select Add.
3. Select California and then OK.

To generate the 541-A

When Charitable donations are entered on screen 29.1 Charitable Payee Information the 541-A will generate.

To generate the 541-B

1. Go to Screen 1 Client Information.
2. From the Sections select Miscellaneous Info.
3. From Type of Entity select Charitable Trust.
4. Select the appropriate Type of Charitable Trust.
   • Charitable Lead Trust
   • Remainder Annuity
   • Remainder Unitrust
   • Pooled Income Fund
   • Other 4947(a)(2)

Adjusting the California return:

To make adjustments to the California return select the State Dropdown and use screens 56-60 to make adjustments as needed.