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- 1041 2020 not distributing Fed withholding to beneficiary like normal
1041 2020 not distributing Fed withholding to beneficiary like normal
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Drphibes
Level 7
02-26-2021
08:26 AM
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An Estate that has been open for 4 years due to distribution of a large IRA over time which is it's only income. Single beneficiary who receives all the money. There has been Federal withholding each year which I have been able to distribute to the beneficiary each year by having code 2 on screen 9 line for Credits and the program sends the Federal withholding to Box 13 with code B like it should. However the 2020 program is not doing that but instead shows the withholding as a refund to the Estate. Has something changed in the program where I now have to do more to get this out on the K-1? I have a 5 day old service request on this with no response yet.
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