topic 1041 form K1 in Get your taxes done using TurboTax

1041 form K1

joestokely-yahoo — Fri, 06 Feb 2026 04:15:49 GMT

I'm filing a 1041 for a trust. Dividend income goes to one beneficiary, and farm income goes to the other beneficiaries. On the K1, TurboTax is allocating the dividend income to all beneficiaries, and will not let me adjust it.

Re: 1041 form K1

M-MTax — Fri, 06 Feb 2026 15:05:51 GMT

That is the default. You would have to make an adjustment in forms mode.

Re: 1041 form K1

joestokely-yahoo — Fri, 06 Feb 2026 15:31:05 GMT

Thanks. TurboTax will not let me make the change in forms.

Re: 1041 form K1

M-MTax — Fri, 06 Feb 2026 15:37:26 GMT

You might have to do an override and not necessarily directly on the K-1s (i.e., there is likely a worksheet that needs to be adjusted).

Re: 1041 form K1

joestokely-yahoo — Fri, 06 Feb 2026 16:16:13 GMT

Thanks. TurboTax will not let me adjust the worksheet.

Re: 1041 form K1

M-MTax — Fri, 06 Feb 2026 17:25:28 GMT

Did you try an override? Not sure how the program works in forms mode but you should be able to override figures that aren't calculated.

Re: 1041 form K1

joestokely-yahoo — Fri, 06 Feb 2026 19:42:30 GMT

Thanks. I am trying, but there doesn't seem to be any way to get TurboTax to allow an override.

Re: 1041 form K1

M-MTax — Fri, 06 Feb 2026 19:47:44 GMT

You should probably just call Support: 1-800-446-8848

Re: 1041 form K1

joestokely-yahoo — Fri, 06 Feb 2026 23:06:00 GMT

Thank you. I will give that a try.