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Business & farm
I'm having a related problem. I am unable to enter the correct Withholding agent. It automatically loads information from my wife's Trust, but we her trust was created by her parent's trust (now closed) that had tax withheld by California on a real estate transaction. The withholding agent is the parent's trust, clearly spelled out on the 592-B we received from the CPA of her parent's trust.
I guess, since CA e-file is not supported, I can just use the form I received from the CPA, but then I have messed up files, showing one thing in Turbotax, and another in what I file. This really feels half baked, and not what I'm used to when using the 1040/540 desktop programs.
‎April 5, 2022
4:39 PM