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Troubleshooting California diagnostic ref. 16387 - Form 593 requires a withholding agent

SOLVEDby IntuitLacerte Tax25Updated August 25, 2021

The following diagnostic is generating in Lacerte:

e-file: Form 593 Item #X: Form 593 requires a withholding agent first name, last name and social security number. For a business, enter the business name and either FEIN or CA Corporation number. If none of the above ID numbers apply, use "Applied For" or "Foreign Non-US" to meet electronic filing requirements. (ref. #16387)

You can resolve this diagnostic using either:

  • Screen 17, Dispositions, or
  • Screen 55, Part-Yr./Nonres. Information
    • Only use this screen if you aren't interesting duplicate information on Screen 17.
 

Don't enter both the individual and the business information.

Follow these steps to resolve the diagnostic using the Dispositions screen:

  1. Go to Screen 17, Dispositions.
  2. Select the Property that the 593 information is entered on from the left navigation panel.
  3. Scroll down to the CA Real Estate Withholding (Form 593) section.
    • To enter an Individual as the withholding agent:
      1. Enter the First name.
      2. Enter the Last name.
      3. Enter the Social security number of the withholding agent.
      4. Enter the Address.
      5. Enter the City.
      6. Select the State from the dropdown menu.
      7. Enter the ZIP code.
      8. Enter the Daytime telephone number.
    • To enter a Business as the withholding agent:
      1. Enter the Business name.
      2. Enter the Federal ID number
      3. Enter the California corporation number.
      4. Enter the Address.
      5. Enter the City.
      6. Select the State from the drop down menu.
      7. Enter the ZIP code.
      8. Enter Daytime telephone number.

Follow these steps to resolve this diagnosic on the Part-Yr./Nonres. Information screen:

  1. Go to Screen 55, Part-Yr./Nonres. Information.
  2. Select California Real Estate & Other Withholding from the top left navigation panel.
    • This will take you to Screen 55.012.
    • Do not duplicate inputs that are already entered on Screen 17, Dispositions. If entries are present on Screen 17, remove any entries on Screen 55.
  3. Locate the Withholding Agent section.
    • To enter an Individual as the withholding agent:
      1. Enter the First name.
      2. Enter the Last name.
      3. Enter the Social security number of the withholding agent.
      4. Enter the Address.
      5. Enter the City.
      6. Select the State from the dropdown menu.
      7. Enter the ZIP code.
      8. Enter the Daytime telephone number.
    • To enter a Business as the withholding agent:
      1. Enter the Business name.
      2. Enter the Federal ID number.
      3. Enter the California corporation number
        • If the Federal ID number or CA ID isn't available, enter a 1 or 2 in Federal or CA ID not available: 1= applied for, 2= foreign non-U.S.
      4. Enter the Address.
      5. Enter the City.
      6. Select the State from the dropdown menu.
      7. Enter the ZIP code.
      8. Enter Daytime telephone number.

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