Screen CA592B - California Resident & Nonresident Withholding Tax Statement (1041)

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Overview

Name / … / Foreign postal code
To adjust Form 541, line 29 without changing line 31, enter an amount in the
Withholding not entered elsewhere
field on the CAPay screen. The amount flows to line 29 or to Schedule K-1 (Form 541), line 13b depending on the percentages entered in the
Withheld income taxes / backup withholding
field in the View, Beneficiary Information, Federal tab, then Other Allocations section.
To move an amount from Form 541, line 29 to line 31, enter an amount in the
Withholding to reclassify
field on the CAPay screen. This amount is subtracted from the withholding available for Form 541, line 29 or for Schedule K-1 (Form 541), line 13b, depending on the percentages entered in the
Withheld income taxes / backup withholding
field in the View, Beneficiary Information, Federal tab, then Other Allocations section.
note
Form 541, line 29 must equal state withholding entered on the federal 1099R, W2, and W2G screens coded to California; and Form 541, line 31 must equal withholding entered on the CA592B and CA593 screens for the return to be electronically filed. If all withholding is allocated to beneficiaries so that line 31 is zero, leave the CA592B and CA593 screens blank.

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