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How to enter state withholding paid from a passthrough entity K-1 in Lacerte

SOLVEDby IntuitLacerte Tax121Updated July 14, 2022

In some states the withholding is automatic on the business return.


This article will help to enter withholding taxes in the individual module, that were paid on behalf of the partners, shareholders, or beneficiaries.

To enter the withholding paid by the partnership on behalf of the partner:

  1. Go to Screen 20, Passthrough K-1's.
  2. Select Partnership Information from the top-left menu panel. 
  3. Select Line 15 - Credits and Withholding from the lower left section menu.
  4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.

To enter the withholding paid by the S Corporation on behalf of the shareholder:

  1. Go to Screen 20, Passthrough K-1's.
  2. Select S Corporation from the top-left menu panel. 
  3. Select Line 13 - Credits and Withholding from the lower left section menu.
  4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.

To enter the withholding paid by the estate or trust on behalf of the beneficiary:

  1. Go to Screen 20, Passthrough K-1's.
  2. Select Estate or Trust from the top-left menu panel. 
  3. Scroll down to the Line 13 - Credits section.
  4. Enter the amount paid in Credit for state estimates/withholding paid on or before 12/31/XX.

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