My mom passed away and her paid off condo was included in her trust for my brother and I. My brother was the executor. He said the escrow officer told him to hold back some money for state taxes. My brother's CPA did my mom's final, complex trust 2019 California Fiduciary Income Tax Return, and my mom's final 2019 U.S. Income Tax Return for Estates & Trusts. I was given a 2019 Schedule K-1 (541) State (CA) and a 2019 Schedule K-1 (1041) Federal. I received no instructions. Since I had already filed my 2019 taxes, I did this as two amended returns, one for State and one for Federal. On the Federal Income Tax Summary from my mom's trust, the amount of tax due is $0. On the California Income Tax Summary from my mom's trust, the amount of refund due is $8,325.00 to be split 50-50 between my brother and I. I did my 2019 amended returns in Turbo Tax. My State K-1 shows I'm due
$4,161.00. On the California Explanation of Amended Return Changes, for reason for amending I checked "Other". I didn't know what to check. I typed "I received a 2019 Final, Individual Schedule K-1 (Form 541) (CA) titled "Beneficiary's Share of Income, Deductions, Credits, etc." For the Federal I typed "I received a Final, Individual 2019 Schedule K-1 (Form 1041) titled "Beneficiary's Share of Income, Deductions, Credits, etc." After amending my State , Turbo Tax showed Federal Refund $0 and CA tax Due $117.00. The California Tax Summary showed CA Taxable Income $43,899. My Original tax return showed $40,655.00, Total CA Tax $379.00, original was $272.00, Total Payments and Credits $781.00, original was $781.00, Tax Due $117.00, original was $404.00 which I paid, and Refund $0. My Federal amended return showed the exact same numbers as my original. My question is, why doesn't my CA amended return show a refund of $4,161.00 which is the amount my State K-1 shows I'm due as a beneficiary? Did I enter my CA K-1 wrong in Turbo Tax? Or does the State send what I'm owed under a different category? At this time, I can't afford a CPA or tax person. My brother was no help, and his CPA wouldn't return my phone calls. Thank you so very much for your time.
