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

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.


How do I allocate state tax withheld to the beneficiary?


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

Was this article helpful?

Thank you for the feedback!