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    Fiduciary Complex Trust Info not transferring to NY form

    Met Mizer
    Level 1
    ‎03-21-2021 09:47 AM

    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

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    3 Comments 3
    sjrcpa
    Level 15
    ‎03-21-2021 10:23 AM

    Did you select US or NY?


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    Met Mizer
    Level 1
    ‎03-21-2021 10:30 AM

    Got it!! 

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

    Thanks

    sjrcpa
    Level 15
    ‎03-21-2021 10:33 AM

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


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