masu
Level 1

Business & farm

Thanks for the reply.  My question was how to allocate a tax overpayment to the beneficiaries.  The 1099-R had Federal and state taxes withheld.  All of the income was distributed to the beneficiaries.  I think I just found how to allocate the withheld taxes to the beneficiaries, in Forms mode on the Tax Payments Worksheet, Part II Other Tax Payments, line 1c: amount to allocate to the beneficiaries.  But I don't think the Step-by-Step mode asked this question. 

 

I believe you are correct, this would be Schedule G, Part II, line 14.  But that causes the withholding to be allocated to the Trust.  As soon as I use the worksheet to allocate the withholding to the beneficiaries, then this line 14 becomes zero, and the beneficiaries' K-1s are updated.   This is what I want.