About jhouse78

Level 3

Member profile

Latest badges earned

Replies
Posts

Solved Re: CA Form 541 Trust on Fiscal or Year?

Just in case this helps anyone else, I was told by a representative at the FTB that if a trust made the 645 election (Form 8855) on the Federal level that the C...

jhouse78

Updated Mar 07, 2023
Re: If a beneficiary simply refuses to provide the requested...

Thank you all...I really appreciate the assistance here, I would be clueless otherwise.Since there is no tax owed (only carryover losses) I kind of doubt the IR...

jhouse78

1

Updated Mar 02, 2023
Re: If a beneficiary simply refuses to provide the requested...

Hi @Critter-3How does one go about your option#1? Just not list any of the beneficiaries on the form, thus no K1s?

jhouse78

4

Updated Mar 02, 2023
Solved Re: 1041 Trust and K1?

I know but two of them are refusing to give me their SS#s which (I've learned) is going to require me to attach affidavits, etc. to the return and potentially i...

jhouse78

1

Updated Mar 01, 2023
Solved Re: 1041 Trust and K1?

Thank you! I guess what I meant was the trust DOES have income requiring the 1041 but losses from bonds sales offsets it – in the end there is -$2000 tax owed. ...

jhouse78

3

Updated Mar 01, 2023

Membership stats

Public Statistics

Date Registered	‎February 24, 2023 11:03 AM
Date Last Visited	‎March 7, 2023 3:43 PM
Total Messages Posted	18
Total Cheers Received	1

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.