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I had no issue last year. Lacerte automatically produced the It-1140 form given that the trust had distributions to a non-resident beneficiary, it calculated the withholding tax, and automatically added a credit for that non-resident on their Ohio It-1140 K-1.
This year, it isn't even producing a Ohio IT-1140. I made sure everything was identical to last year but this form refuses to produce. I can override things and force but Ohio is reluctant on letting anything e-file with overrides.
Any ideas? Thanks!
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Found the Solution:
- I had to force the source amounts to Ohio for the K-1's the trust had (they were just sourced to US). For some reason Lacerte did not do this automatically. After sourcing the K-1 items to Ohio manually, the form generated.
