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Fiduciary Complex Trust Info not transferring to NY form

Met Mizer
Level 1

Have a complex trust that is not transferring data from 1041 to NY-IT-205 page 2.  For some reason when entering the information for dividends there seems to be a drop down box to select US or NY which makes it different from other trusts that don't have the issue of data transferring to NY form.

HELP!!!

Thanks

Labels (1)
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3 Replies 3
sjrcpa
Level 15

Did you select US or NY?


ex-AllStar
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Met Mizer
Level 1

Got it!! 

FY NY resident wasn't selected in Client Info - DAH!!!

Thanks

sjrcpa
Level 15

That was going to be my next question.  Glad we could help. 😉


ex-AllStar
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