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tjt9324
Level 2
March 15, 2026
Question

How do I generate schedule G on a CA 541?

  • March 15, 2026
  • 1 reply
  • 6 views

I have a trust without a 645 election wherein the schedule G is not generating on the CA 541.  For this year, the trust has no taxable income even though all the income was sourced from CA.

1 reply

K
Karen_pdx
Level 5
March 15, 2026

I had a similar question a couple of years ago, and found Lacerte specifically follows the Form 541 instructions, which said (in 2024):

If any of the following apply, all trust income is taxable to California. Do not complete Schedule G.
- All trustees are California residents
- All non-contingent beneficiaries are California
residents
- All trust income is from California sources

If the Form instructions have not changed, and all your income is California source, Lacerte doesn't complete Schedule G. I didn't find a way to force it at the time, either. 

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