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- How to create a California Trust (541) return with instate/out of state beneficiaries, with a short period allocation for one deceased beneficiary?
How to create a California Trust (541) return with instate/out of state beneficiaries, with a short period allocation for one deceased beneficiary?
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AJMorris
Level 2
03-03-2024
03:25 PM
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Credit Shelter Trust surviving spouse dies in Q1 2023. Beneficiaries upon death are three sons, one in California (trustee as well) and two in Nevada. Because of the short period for the surviving spouse, I can't seem to get ProSeries to allow me to do a special allocation on the California return (fed is ok). The program keeps wanting to use %s which allocates cap gains to the deceases spouse. Death in Feb, stocks and capital gains generated in December, so that doesn't work. I've been on the phone with ProSeries for more than an hour, to no avail. Each time I save the file, it wants to revert to the % method, instead of the direct type in method.
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