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djdougall
New Member

Is there a place to put my beneficiary ID number for a trust when I'm inputting Schedule K-1 (1041)? It only asks for the estate/trust's EIN.

 
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HelenaC
New Member

Is there a place to put my beneficiary ID number for a trust when I'm inputting Schedule K-1 (1041)? It only asks for the estate/trust's EIN.

Your beneficiary ID number is generally the same as your Social Security Number or Individual Taxpayer Identification Number, which you've already entered on your your income tax return in the Personal Info section of TurboTax.

Per IRS Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 Beneficiary's identification number: For your protection, Schedule K-1 may show only the last four digits of your identifying number (social security number (SSN), etc.). However, the estate or trust has reported your complete identifying number to the IRS.

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