New
FORM 1041 PASSING THROUGH WITHHOLDING TO BENEFICIARY
Lacerte's instructions for how to do this are outdated. It needs to happen on screen 43, either under Other Information Line 14 or Line 13 (backup withholding) -- and NOT screen 7. I called and spoke with an agent who gave me incorrect info. I had to figure this out myself. Unfortunately, the client withheld inside the trust (not my advice) and I need to push it out to the single beneficiary somehow.
