ErnieS0
Expert Alumni

State tax filing

@barbmcd328 If you have a PA Schedule RK-1 you should also have a federal Form 1041 Schedule K-1? Enter that information first and it will flow into Pennsylvania. Otherwise your federal will be incorrect.

  • Type k-1 in search in the upper right
  • Select Jump to k-1
  • Say YES to Do you want to review Schedules K-1 or Q?
  • Select Estates or trusts (Form 1041)

In the Pennsylvania section you will see Schedule K-1 income.

  • Continue until you reach Income from Estates and Trusts.
  • Say YES to Do you want to work on your income from estates and trusts?
  • EDIT your estate or trust in the Estates and Trusts Summary
  • On Estate - PA Income, check the box I received a PA Schedule RK-1/NRK-1 for this estate or trust
  • Make any adjustments
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