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H
HEYSOAPY
Level 2
May 16, 2022
Question

ProTaxOnline, Trust received a Form 593 for R/E withholding for CA. How to allocate the taxes to the individual since trust has filed final trust return.

  • May 16, 2022
  • 1 reply
  • 10 views
In Pro Tax Online for a Trust return, CA Form 541, how do I allocate the taxes withheld for Real Estate sale to the beneficiary. since trust had sold final asset and is filing a final Trust return.  
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1 reply

itonewbie
itonewbie
Level 15
May 16, 2022

Others with more experience in this may chime in.  But according to Pub 1016 (https://www.ftb.ca.gov/forms/misc/1016.html#1016-14), the trust should not use the K-1 for the allocation but file F.592 with all the payee details.  F.592-B should then be issued to each beneficiary.

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