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Ghosts on the ledger
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen CAK1-3 - California Schedule K-1, 1065/1041 - Withhold, Other (1120)
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Overview
Use this screen to enter data from the client’s California partnership or trust Schedule K-1. Amounts that appear in this screen are transferred from the federal K1-3 screen. It is important to report any state-related law differences and details in this screen.
Withholding from Form 592-B (S Corp)
Use this section to enter S corporation withholding information from California Schedule K-1.The information for
Activity unit number
and Name of entity
transfers from the corresponding boxes in the CAK1 screen for this activity.Income subject to withholding
Enter the portion of income subject to withholding tax from Form 592-B received by the corporation that is being passed through to all shareholders. The application includes this amount in the calculation of Form 592-B when completing the Withholding Return Form 592 (available in File, Client Properties, then the California tab).
Tax withheld
Enter the portion of tax withheld from Form 592-B received by the corporation that is being passed through to all shareholders. The application includes this amount in the calculation of Form 592-B when completing the Withholding Return Form 592 (available in File, Client Properties, then the California tab).
note
Withholding received by the S corporation may be claimed at the entity level in the CAPmt screen up to the amount of tax liability. Any remainder must be passed through to the shareholders and entered here. See FTB Publication 1017 for more information.