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6881

6881

The following diagnostic is generating:

Entries in Client Information (Screen 1) indicate the CA return is a full year resident. However, the ratio of resident trustees to total trustees and the ratio of resident beneficiaries to total beneficiaries are both less than 100%. The non-California source income and deduction apportionment worksheet on 541, page 3 has not been completed. If there is non-California source income in the return, uncheck the ""Full Year Resident?"" checkbox in Screen 1 to complete the apportionment worksheet.

Solution:

Check Bene residence state It looks like if all Benes are not residents and the ratio on screen 2.1 are not 100% CA resident then we cannot mark the fiduciary as a full year resident in screen 1. critical does not start with e-file

 

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