Comment
Level 1

Thanks much for the comments.

1.  I don't know if it is a MEF limitation  because Intuit is recognized as a 2019 Form 1041 MEF provider.

2.  Also, yes I do receive a critical diagnostic that the return can't be e-filed when there's input for Form 2439.  When filing as a paper return, you're right that you can enter the undistributed long term capital gain on Schedule D as a Form 2439 gain in line 11a Smart Worksheet, and the withheld tax on Schedule G, Part II, line 16a.  You can then print it out and everything flows including the withheld tax payment to Page 1 of Form 1041.

When selecting the return as an e-filed return the errors show up as follows:

Schedule D highlighted in red:  "Line 11 requires one of the following forms for e-filing:  4684,6252,6781 or 8824"

The Information Worksheet gives the following message:  "Not eligible for electronic filling.  The program doesn't support Form 2439.  Pro-Series does not support this information to be e-filed".

To e-file I worked around the errors by overriding and attaching explanatory Statements to each of the overridden fields.  I could not however override Schedule G's line 16a, the line for Form 2439 payments.   Instead I simply put the amount in line 17 for total payments with an explanatory statement to this field.  Also I did include a PDF attachment of the Form 2439.

The return generated a Notice CP161 indicating the return had a balance due, which was not true when the Form 2439 payment was included.  After calling IRS at the number on the notice, the representative finally resolved the problem although he said the payment was not credited to the client account on the IRS' end!