• Beneficiaries / 1041

    From Stuart O. Bronstein@21:1/5 to All on Wed Mar 15 07:38:25 2023
    Question about Form 1041. Turbotax insists on printing K-1s for
    beneficiaries of a trust or estate, even when there has been no
    distribution.

    A review of the instructions for the 1041 leads me to believe that beneficiaries should only be listed on the form if they have received a distribution during the year. Am I off base? How is this handled?

    Thanks.


    --
    Stu
    http://DownToEarthLawyer.com


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