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Level 4
posted Dec 9, 2025 7:31:12 AM

Trust K-1

Should the Federal copy of a 1041 K-1 for a beneficiary of a trust have to match the copy of the beneficiary?  

Would the Government copy show if there is supposed to be attached statements like the beneficiary copy?  Would the government copy of the return have the attached statements as well?

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1 Replies
Level 15
Dec 9, 2025 8:23:25 AM

The figures on both should be the same. Why would they differ?