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Level 1
May 21, 2025
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Allowing electronic filing of CA 541 with income tax withheld from 1099R.

Related products:ProSeries
  • May 21, 2025
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While preparing a CA 541 return, the estate had liquidated a retirement account and income tax was withheld.  In the proseries program, it only allows you to electronically file the 541 return if you have tax withholding from a W2.  I believe the program should be updated to allow electronic filing if you have a 1099R as well.