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Level 1
May 19, 2026
Question

CA Form 593 and 592

  • May 19, 2026
  • 1 reply
  • 9 views

Can someone assist with the following California trust withholding issue?

My client is the sole trustee and sole beneficiary of a nongrantor trust filing its first and final Form 541. The trust sold the decedent’s residence, and the escrow company incorrectly withheld California real estate withholding at 3 1/3% and remitted it to the FTB.

All trust funds have already been distributed, so I am trying to pass the withholding through to the beneficiary to claim on his individual California return.

I completed Form 593 in ProSeries Professional, but I cannot figure out how to properly prepare Form 592 so the FTB recognizes that the beneficiary — not the trust — is claiming the withholding credit.

Currently, the trust return is showing a California refund equal to the withholding amount, which I know is incorrect if the credit is being allocated out to the beneficiary.

Has anyone dealt with this situation in ProSeries or otherwise? Any guidance would be greatly appreciated. Thanks.

1 reply

Just-Lisa-Now-
Intuit Community Champion
May 20, 2026

Ive never been able to get that to work right for me, I just have it refunded to the trust then distribute it to the beneficiary.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪