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Data entry for state withholding

The California individual return has 2 lines to report withholding:
  • For general income tax withholding.
  • For real estate and other withholding reported on Forms 592-B and 593.
You enter all data for CA withholding at the federal level.
For electronic filing purposes, you enter supplemental data on the
CA
 input screens. This is because withholding attributable to miscellaneous forms such as 593, 592-B, 1099-B, 1099-DIV, 1099-MISC, and so on, needs to be reconciled for the electronic record.

Withholding from Forms W-2, W-2G, or 1099-R

Enter all data for California withholding attributable to Form W-2, W-2G, or 1099-R and reportable on Form 540 or Form 540NR, on the corresponding federal input screens. For electronic filing purposes, you don't need to enter any further data because all withholding detail needed by the California FTB is in the electronic record.

Withholding from Schedule K-1

The California withholding you enter on the federal
K1-4
 or
K1T-2
 screens defaults to being reported on Form 540, line 71 or Form 540NR, line 81. You'll need to enter the total California withholding attributable to the K-1 activity on the federal
K1-4/K1T-2
 screen and report it on the
CAK1-4/CAK1T-2
 screen. If none of the withholding is attributable to Form 592-B or 593, you don't need to enter any further data, as long as you've entered the EIN for the K-1 activity.

Withholding attributable to Form 568 LLC

For a Limited Liability Form 568, there's 1 line for withholding that represents only withholding attributable to Forms 592-B and 593. (Withholding from W-2, 1099-R, and so on, doesn't apply to an LLC return.) The application doesn't transfer withholdings from the federal data entry to Form 568 (LLC). Instead, enter the information, including the
LLC unit number
 on the
CA592B
 or
CA593
 screens, located under the
Payments
 folder.
When the same California withholding is reported on 2 different forms, such as Form 1099-MISC and Form 592-B, the preparer needs to decide which form to use for reconciling the electronic record.
The simpler approach is to report withholding on Form 1099-MISC by selecting
1099-MISC
 from the
Alternate Form code
 field on the
OthWH
 screen with the withholding amount and
CA
 as the ZIP Code.
To report the withholding as attributable to Form 592-B, enter complete information on the
592B
 screen. According to the California FTB, the electronic record captures much of the detail when reporting withholding with Form 592-B and very little with Form 1099-MISC.
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