JosephS1
Expert Alumni

State tax filing

To assist you with your question I first have to ask an obvious questions.  When you began to enter the Federal part of your K-1 did you choose the Estates or Trusts option on the type of K-1 page (screenshot below)

 

 

If you did indeed enter the information in the Estates or Trusts screens, it might have not been transferred to PA due to not having something recognizable for the PA module to activate for a 1041 RK-1.

 

If that is the case there is a workaround for this and it is simple.  Go back to the 1041 K-1 information page, click the box that shows income in boxes 1-5 and when the income items appear put a "1" in interest.  That will open the Estate K-1 area in the PA return area.  The following steps should be followed after placing the 1 in the interest line on the Federal K-1 input:

  1. On the left side click on your state returns
  2. If PA is the only state listed click on Edit or Continue, whichever shows
  3. Click continue at the "Your Pennsylvania Return"
  4. Click on Update at the Income and Adjustments line (second line)
  5. Continue clicking Done or Continue until you reach the Income from Estates and Trusts page, place a checkmark in the yes box and click Continue
  6. Enter the information needed on the Pennsylvania Income (if different from Federal), click you received an RK-1 and click continue
  7. Click Done and continue answering the continuing questions until you arrive back at the You've Finished screen.

@wbaseley 

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