1041 with a Foreign Mailing Address. How do I enter it in Proconnect?

Forum|Forum|6 years ago
April 23, 2020
1 reply
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itonewbie

Level 15

In each of the input section for address, there is a box for Foreign address you can check.

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M

michael6Author

Level 2

I see a foreign address checkbox next to many address entry areas, EXCEPT for the Client Information area.

Proconnect Support searched for about 45 minutes and we still are not able to enter a foreign address and have it show up on the front of form 1041 AND have it eligiable for efiling....

This is for a California Decedents Estate, so it is a US Trust, but the Trustee happens to reside in Canada and there is not a California mailing address.

If there is a box, please tell me exactly where it is, I will feel like a fool for missing it, but will be very grateful someone found it!

itonewbie

Level 15

@michael6It is NOT a software issue. This is a matter of law. If the foreign trustee is the only trustee, the trust would fail the control test under §7701 and be classified as a foreign trust, which then triggers a host of unintended tax consequences as well as onerous reporting requirements that would not otherwise apply to domestic trusts.

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