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Trust distributions not carried from federal return to Massachusetts 2022 Fiduciary return
This is warning to other users and notification to TurboTax about this programming error in the CD/Download version for Windows.
Beneficiary distribution (only one beneficiary) information entered on the 1041 Schedule B calculates properly there. After purchasing the 2022 MA form it populated all the rest of the information about income, etc. but all the distribution amounts on Schedule IDD are zero. This results in a incorrect and pretty hefty tax bill!
The workaround for this failure is to enter the information manually on the Schedule IDD in Forms mode.
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March 9, 2023
7:48 AM