I have to file a MA return and it does not populate correctly with the K-1 Form 1041 dividends in Schedule B of the Federal form. I need the number to be in the form for the trust so MA doesn't think the income is zero. Should I override TT and delete the trust dividends from Schedule B and put them on the trust form? Is there a better way to make sure both my Fed and MA returns are correct?
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Probably do the MA return manually. Not a great idea to override the federal return.
Please clarify what type of trust you are reporting. Do you need the dividends to be on the MA Schedule K-1 instead of Schedule B? Would this income also appear on the federal K-1? Have you tried changing the amounts on the MA Schedule 2K-1 Worksheet?
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