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Level 1
posted Mar 21, 2021 2:04:43 PM

Does TurboTax require an entry in Box 11 for a “Final” K-1 Grantor Letter?

I received a Final Grantor Trust Letter from a Liquidating Trust which has the following item:  Income  LONG-TERM CAPITAL GAIN (LOSS) ……………..  -2904.  (ENTER ON FORM 1040, FORM 8949, PART II)  Do I need to make a manual entry into Form 8949?

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1 Best answer
Level 12
Mar 21, 2021 2:40:42 PM

If you've got a K-1 with the number in Box 11 you enter that as a K-1. If it's a grantor letter you enter that on Form 8949......as instructed. Don't do both whatever you do.

4 Replies
Level 12
Mar 21, 2021 2:11:23 PM

Enter that as if it was a stock sale.....same section but long term holding period.

Level 1
Mar 21, 2021 2:22:36 PM

No entry needed in Box 11?

Level 12
Mar 21, 2021 2:40:42 PM

If you've got a K-1 with the number in Box 11 you enter that as a K-1. If it's a grantor letter you enter that on Form 8949......as instructed. Don't do both whatever you do.

Level 1
Mar 22, 2021 7:03:50 AM

Thank you.  Greatly appreciated.