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Problem

An issue has been reported in Reckon APS Tax 2020.3.1 where the following error is triggered in some individual tax returns with foreign income from trust distribution. 

CMN.ATO.IITR.730088 The Assessable foreign source income amount must equal the sum of the following amounts.

Solution

The problem described in this article has been fixed in APS Tax 2020.5.0 with reference TAX-480. 

Workaround

1. Lodge on paper; or
2. Change the statement of distribution in the trust so that it is no longer selecting the beneficiary;  however the details are remain keyed in. The distribution will then be removed from the beneficiary and will need to be manually entered into the beneficiary’s return. Please make sure the assessable foreign income entered is equal to any other foreign source income.