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Screen CAK1T - California Schedule K-1, Estates and Trusts (1040)
Overview
Use this screen to calculate Schedule CA. Amounts that appear in CAK1T Screen is automatically transferred from federal K1T Screen, K1T-2 Screen, or the state allocation spreadsheet. The data transferred depends on the residency status of the return and the method of federal data entry.
Resident returns
California State, if different amounts entered on federal K1T Screen transfer to the
Total Sources
fields if present. If there are no California State, if different amounts entered, the federal amounts transfer. California Sources
fields are not applicable to a resident return.Part-year resident and nonresident returns
When K1T data is entered without using the state allocation worksheet, California State, if different amounts transfer to the
Total Sources
and California Sources
fields if present. Blank State, if different
fields default to transferring the federal information to the Total Sources
column. Blank State, if different
fields will also default to transferring the federal information to the California Sources
column only when the postal code of the activity is CA.For K1T data that has been entered using the state allocation spreadsheet, amounts entered in the
California - Total sources
column transfer to the Total Sources
fields. For part-year and nonresident returns, amounts entered in the California - CA sources
column transfer to the California Sources
fields. Blank California - Total sources
column amounts default to federal amounts. Blank California - CA sources
column amounts default to California - Total sources
column amounts.Income and Directly Allocable Deductions
Total sources:
Information from federal data entry will transfer to this screen. Be sure to enter the amounts from Schedule K-1, Column D, Total amounts using California law in this column. Fields in this column are used to calculate Columns B and C on Schedule CA (540) and Columns B, C, and D on Schedule CA (540NR).
California sources:
Information that appears in the California sources column transfer to this screen from federal data entry. Be sure to enter amounts from Schedule K-1, Column E, California sources amounts and credits adjusted as necessary per state law. Fields in this column are used to calculate Column E on Schedule CA (540NR).
Grantor Trust income, Expenses, and Other Information
Section 1202 gain
California does not allow the federal Section 1202 exclusion on capital gains. Furthermore, California no longer allows an exclusion under California section 18152.5. Amounts entered here are treated as long-term capital gains on California Schedules D(540) and D(540NR).