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Level 1
September 20, 2023
Question

How do you enter original tax paid w/return for 1041X without doubling the worksheet and letter refund?

  • September 20, 2023
  • 1 reply
  • 8 views
Amended trust return that creates refund from original return tax paid.  PTO is not carrying the original tax paid to schedule G so no refund is showing on the amended 1041.  The only place I see the refund is on a worksheet and the letter.  If I force Sch G using estimated payment, refund does show--and worksheet and letter double the refund
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1 reply

George4Tacks
Level 15
September 20, 2023

Did you enter the tax paid on original return in the input area for Amended Return? 

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