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Form 1041: schedule B line 3 is showing a value when data source for this line is zero ( Schedule D line 19 column 1)

tcc
Level 1

Last week, I finished a trust return.  This week, the tax owed/refunded changed in the trust return even though I did not make any changes. Schedule B line 3 has a value while my printout last week, line 3 was blank.  This value comes from Schedule D (Form 1041), line 19, column (1).

Schedule D, line 19, column (1) is blank, or I tried putting 0 for this column  but somehow the error is not going away.  The value I see in Schedule B line 3 is the same value I see in Schedule D, line 19, column 2.

 

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Line 19 is the sum of 17 and 18 above it, and you cant enter directly on Line 19, so something above Line 19 has changed in the Sch D worksheet somewhere.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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tcc
Level 1

Lisa, you are not understanding what I wrote.

I FINISHED the 1041 return last week.  I DID NOT CHANGE anything in the return BUT the following week, when I went looking why is 8879-FID missing in my printed filing copy, I noticed that the tax owed changed. 

It is because line 3 in Schedule B changed.  if line 19 column 1 is ZERO, then line 3 in Schedule B should be zero.  A ProSeries software update caused the error.  Now my trust return is wrong and can't e-file it.

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