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Level 2
October 2, 2020
Question

CA Form 592

  • October 2, 2020
  • 1 reply
  • 23 views

Does anyone know how to generate CA Form 592 in Lacerte? I can't get page two (Schedule of Payees) of the quarterly forms to generate to allocate the withholding. Thanks

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1 reply

abctax55
Level 15
October 2, 2020

Lacerte is tax prep software; the info from the F 592 would go INTO it, not come from it.

Whoever did the withholding has to prepare the F 592.

You can prepare it manually by downloading the form from ftb.ca.gov

HumanKind... Be Both
AnwarAuthor
Level 2
October 2, 2020

Thanks for your reply. I figured it out. In this case - which I did not clarify in my first post - I am working on the business side (S-corporation) that did the withholding. The 592 is present in Lacerte, but I couldn't figure out how to generate it. I solved it by preparing it in the 2018 Lacerte for the 2019 592.

abctax55
Level 15
October 2, 2020

Ah.... got it.

I'm 100% focused on individual, thus my tunnel vision 😂

HumanKind... Be Both