Get your taxes done using TurboTax
Line 9 on Schedule B is determined by the entries you made when you reported the distributions made to each beneficiary. If the beneficiaries received their full amount of the distributions, then there should be no additional concerns. it depends on what you entered on this page when you completed your return. i have included a screenshot on where this entry was made at the bottom of this post.
The IRS states in its instructions for the 1041 that line 9 is to be completed by all simple trusts as well as complex trusts and decedents’ estates that are required to distribute income currently, whether it is distributed or not. I take this to mean all income that is to be distributed.
Let me repeat, that any entries made in this section will appear in Section B, line 9 of the 1041.
