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M
Met Mizer
Level 2
March 21, 2021
Question

Fiduciary Complex Trust Info not transferring to NY form

  • March 21, 2021
  • 1 reply
  • 11 views

Have a complex trust that is not transferring data from 1041 to NY-IT-205 page 2.  For some reason when entering the information for dividends there seems to be a drop down box to select US or NY which makes it different from other trusts that don't have the issue of data transferring to NY form.

HELP!!!

Thanks

This topic has been closed for replies.

1 reply

sjrcpa
sjrcpa
Level 15
March 21, 2021

Did you select US or NY?

The more I know the more I don’t know.
M
Met MizerAuthor
Level 2
March 21, 2021

Got it!! 

FY NY resident wasn't selected in Client Info - DAH!!!

Thanks

    sjrcpa
    sjrcpa
    Level 15
    March 21, 2021

    That was going to be my next question.  Glad we could help. 😉

    The more I know the more I don’t know.
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