Generating California Fiduciary returns in ProConnect Tax

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 the Profile tab.
2. In the Add a state return select CA California.

To generate the 541-A

When Charitable donations are entered under Input Return ⮕ Deductions ⮕ Charitable Payee Information the 541-A will generate.

To generate the 541-B

1. Go to Input Return ⮕ General ⮕ Miscellaneous Info.
2. From Type of Entity select Charitable Trust.
3. 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 go to Input Return ⮕ State and use the appropriate section.