Form 1041 and form 8960

[djgoodvin]

In the box 14 of the form 1041, I have a H with a -$16,961. How do I get it to populate the Form 8960?

[M-MTax]

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@djgoodvin wrote:

In the box 14 of the form 1041, I have a H with a -$16,961. How do I get it to populate the Form 8960?

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The program will do that automatically, provided Form 8960 is required.

[DavidD66]

M-MTax is correct.  If your MAGI is above the Net Investment Income (NII) threshold, Form 8960 will be generated and  the amount in box 14 - H  of your K-1 (Form 1041) will flow directly to Form 8960.  For 2026, the MAGI thresholds are $250,000 for married filing jointly or qualifying surviving spouses, $200,000 for single or head of household filers, and $125,000 for married filing separately.