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1041- How to skip beneficiaries
I’m working on a 1041 for step-mother’s estate (I’m the executor). It’s a simple estate, no trusts, no real estate just income from a brokerage account (1099-B) and an annuity (1099-R). The tax due is about $709 and I want to pay it from the estate rather than generating a K-1 for 10 beneficiaries.
How do I tell TT that I want to skip beneficiaries and NOT generate K-1s?
im using the desktop version for windows
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March 25, 2025
1:46 PM