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Level 1
December 7, 2019
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Why does teh box on screen 1 of fiduciary return for "muti-state/non-resident beneficiary" affect the CA 541 K-1, page 1, line E regarding the residency of the fiduciary?

  • December 7, 2019
  • 1 reply
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Best answer by George4Tacks

Lacerte has this cool feature. Look at the K-1, page 1, line E and right click the "Yes" box, then select "Jump to Input"

What state did you select in the line right below that box?

How did you mark the box for "Trust (or Estate) is Full Year Resident?"?

1 reply

George4Tacks
Level 15
December 7, 2019

Lacerte has this cool feature. Look at the K-1, page 1, line E and right click the "Yes" box, then select "Jump to Input"

What state did you select in the line right below that box?

How did you mark the box for "Trust (or Estate) is Full Year Resident?"?

Answers are easy. Questions are hard!