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T
tkettlercpa
Level 3
July 23, 2020
Question

1041 Federal Tax Withholding on IRA and ROTH on final return

  • July 23, 2020
  • 1 reply
  • 14 views

The total federal tax withholding on 1041 final return, with no tax due, is not allocating to beneficiaries entirely. Portion is being applied to 1041 as a payment to be refunded. I want 100% of the withholding to go to the beneficiaries. Anyone know why? There is no worksheet that indicates how the payment is being calculated. 

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
July 23, 2020

I believe only backup withholding or estimated payments can be allocated to beneficiaries, withholding from a 1099 cannot be distributed out to them individually.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    tkettlercpaAuthor
    Level 3
    July 23, 2020

    Found a previous discussion posted in Dec 2019 about this. Thank you!

    https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/i-received-an-1099-r-from-a-retirement-plan-in-the-estate-s-ein/00/8340

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