TO_EA
Level 3
03-14-2021
08:10 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi
I've got a 1041/541 return for US/CA. There are 1099-R's from a final distribution of an annuity with Federal and state tax withheld. I'm entering the tax withheld like I would on a 1040 pension screen but the state tax is not passing through to the state return. Any idea what I can do to get the tax withheld to pass through to the 541?
Thanks in advance for your time!
TO-EA
Labels
TO_EA
Level 3
03-14-2021
08:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I found a post that suggested entering the withholding into the screen "Other State Tax Credits" on the line for 592-B payments. This allows the withholding to pass through to the Form 541. Thoughts?
