1041-US: Allocating state tax withheld to beneficiaries (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

How do I allocate state tax withheld to the beneficiary?

Answer

Only some states allow the allocation of withholding to the beneficiary; you should refer to the form instructions for that state. If the state permits allocation, the withholding allocates based on the method indicated at the federal level on Screen Allocate (equal) or in the View > Beneficiary Information > Federal tab > Other Allocations group box (percent).

Related topic: 1041-US: Beneficiary allocations FAQs

Share This