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I just received a 2023 Schedule K. In 2025!
I was a beneficiary of a trust when my parent died in 2023. I just now received Schedule K’s for both 2023 and 2024. I found where to enter the 2024 Schedule K on this year’s filing. Do I need to amend my 2023 return to address receipt of the old 2023 Schedule K? It appears it may net me a refund. Alternately, could I enter both forms on my 2024 tax return?
March 16, 2025
7:18 PM