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steve@dejenetax.
Level 2
March 11, 2021
Question

Fiduciary module does not prorate tax withheld from retirement distributions to beneficiaries

  • March 11, 2021
  • 2 replies
  • 10 views
Fiduciary module.  Screen 9, Sch K-1 Distib. Options.   Credits: 1= in fiduciary, 2= prorate to beneficiary.   Lacerte prorates the tax withheld on dividends by not the tax withheld on IRA.
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2 replies

Drphibes
Drphibes
Level 6
March 11, 2021

I put in a service request on this on 2/21, it is still open.  Has not been addressed. 

sjrcpa
sjrcpa
Level 15
March 11, 2021

Might it have something to with the fact that the withholding on the dividends is backup withholding and the withholding on the IRA is not?

The more I know the more I don’t know.
    Drphibes
    Drphibes
    Level 6
    March 11, 2021

    I have seen no change in the law and I have been doing the same Fiduciary Estate return for 4 years (as well as 2 others, same distribution, during that time).  Prior to 2020, put a 2 (prorate to beneficiary) on the line in Screen 9, Credits, and boom, straight to K-1 Line 13 code B, exactly like it is supposed to.  What's really pissing me off is Lacerte's lack of response on this.

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