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Common questions about California Form 592-B in Lacerte

by Intuit•1• Updated 4 months ago

Below are solutions to frequently asked questions about reporting California Form 592-B, Resident and Nonresident Withholding Tax Statement, in the Individual module of Lacerte. Refer to the Instructions for Form 592-B for more information.

Follow these steps to enter Form 592-B in Lacerte:

Go to Screen 55, Part Yr./Nonres. Information.
Select California Real Estate & Other Withholding from the top left navigation panel.
- This will take you to Screen 55.012, California Withholding.
Locate the General Information section.
Enter a 1 in the 1=592-B, 2=593 field.
Scroll down to the Withholding Agent section and complete any applicable fields.
Scroll down to the Withholding (Form 592-B) section.
Enter the Total amount subject to withholding, if applicable.
Enter the Total CA tax withheld, if applicable.
Enter the Total backup withholding, if applicable.
Click Add in the left navigation panel to enter a second Form 592-B and repeat steps 3-9, if applicable.

The amounts you enter in step 8 and/or 9 will flow to Form 540, line 73 or Form 540-NR, line 83.

Why aren't the amounts entered appearing on Form 540/540-NR?

If the amounts you entered in the above steps don't appear on Form 540/540-NR, try deleting and re-entering the data on Screen 55.012, California Withholding.

How do I fix diagnostic ref. 15323 to receive credit for backup withholding shown on Form 529-B?

Refer to this article for instructions on resolving diagnostic ref. 15323.

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