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State-level data entry for state withholding attributable to Schedule K1

K1 withholding (Partnership, S Corporation) — K1-4 screen

The California withholding that you enter on the federal
K1-4
 screen is reported on Form 540, line 71 or Form 540NR, line 81 by default.
You'll need to enter the total California withholding attributable to the K1 activity on the federal
K1-4
 screen and report this on the
CAK1-4
 screen. If none of the withholding is attributable to Form 592-B or Form 593, then you don't need to make any further entries as long as you've entered the EIN for the K1 activity.
If some or all of the withholding amount is attributable to Form 592-B or Form 593, use the
592B
 or
593
 screens to enter the amount and the K1 unit number. On entry of that amount on the
CA592B
 or
CA593
 screens, that amount will transfer from Form 540, line 71 to line 73 or from Form 540NR, line 81 to line 83.
The difference between the full amount entered on the
K1-4
 screen and the amounts accounted for on the
CA592B
 or
CA593
 screens is included in the electronic record (along with the
EIN
 of the pass-through entity) as K1 withholding.

K1T withholding (Trust, Estate) — K1T-2 screen

The California withholding you enter on the federal
K1T-2
 is reported on Form 540, line 71 or Form 540NR, line 81 by default.
You'll need to enter the total California withholding attributable to the K1T activity on the federal
K1T-2
 screen and report it on the
CAK1T-2
 screen.
If none of the withholding is attributable to Form 592-B or Form 593, you don't need to make any further entries as long as you've entered the EIN for the K1T activity.
If some or all of the withholding amount is attributable to Form 592-B or Form 593, use the
592B
 or
593
 screens to enter the amount and the K1T unit number. On entry of that amount on the
CA592B
 or
CA593
 screen, the amount will transfer from Form 540, line 71 to line 73 or from Form 540NR, line 81 to line 83.
The difference between the full amount you entered on the
K1T-2
 screen and the amounts accounted for on the
CA592B
 or
CA593
 screens is included in the electronic record (along with the
EIN
 of the pass-through entity) as K1T withholding.
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