Filosifi
New Member

Schedule K1 (1041) dated for different year than distribution

I received money as a one-time beneficiary of an estate in January of 2023. The K1 form I was given by the estate's tax preparer is dated for 2021 however. They're telling me I need to amend my tax return for 2021, but if I do so I'm going to be assessed penalties and fees for amending it. Is this correct?