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Level 1
March 30, 2026
Question

California Schedule D (541)does not accept the "Date Sold" transferred from Form 1041 Scheudle D

  • March 30, 2026
  • 2 replies
  • 8 views
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2 replies

George4Tacks
Level 15
March 30, 2026

Why are you report something from the 1041 Schedule D? You should report what is on the 1041 schedule K-1 for the beneficiary.

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Just-Lisa-Now-
Intuit Community Champion
March 31, 2026

Doesnt the 1041 have the boxes backwards from the 1040? are you sure youve entered the sale date in the right box on the 1041?  I feel like I remember it not hollering at me when I had the dates flipflopped, but CA doesnt like it at all!

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