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Same withholding reported via Form 592-B and Form 1099-MISC

If the same California withholding is reported to the taxpayer via Form 1099-MISC and via Form 592-B, the preparer must decide which form to use for purposes of reconciling the California electronic record. Based on data entry of California withholding on the federal screens, the simpler approach is to report the withholding via Form 1099-MISC. However, the California Franchise Tax Board has noted that the California electronic record captures much of the detail of Form 592-B but captures very little detail from Form 1099-MISC.

Approach #1 - 1099-MISC - Screen CAOthWH

A unit of Screen CAOthWH, in the Payments folder, is created for each occurrence of California withholding entered on federal Screens St Pmt, B&D, Income, 1099-M, C, Rent, F, and 4835. To report the withholding as attributable to 1099-MISC, choose 1099MISC from the fieldview on the Alternate Form code field on Screen CAOthWH. Also enter the CA postal code and Withholding amount on the screen. Do not enter any information from Form 592-B on the return.

Approach #2 - Form 592-B - Screen CA592B

To report the withholding as attributable to Form 592-B, enter complete information on Screen CA592B, including the withholding amount. On Screen CAOthWH, make sure the Alternate Form code field is blank. When that field is blank, no information from that unit of Screen CAOthWH is included in the electronic record.

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