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Level 1
posted Mar 9, 2023 7:48:45 AM

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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2 Replies
Returning Member
Feb 15, 2025 7:51:51 AM

Still not fixed for 2024.  Does anyone know whom can be contacted to fix this bug?  Doesn't seem right to charge year after year for a product that doesn't work.

Expert Alumni
Feb 24, 2025 1:03:16 PM

@kirkott Can you clarify specifically where the distribution is missing?  For Massachusetts, distributions are no longer taxable at the estate or trust level; rather it is to be taken into account in calculating the beneficiary’s Massachusetts taxable income.  If there are nonresident beneficiaries, they are not showing.