topic Re: Form 1041 Schedule K-1 Question in Retirement tax questions

Form 1041 Schedule K-1 Question

trust812 — Wed, 11 Feb 2026 10:50:28 GMT

This might be a stupid question but as a Successor Trustee of a Trust with it’s own Tax ID which has a Sub Trust for a Beneficiary with it’s own Tax ID which one files the K-1 when money is distributed from the Sub Trust Beneficiary’s IRA? If there was no Sub Trust it would be on the K-1 from the main Trust.

Re: Form 1041 Schedule K-1 Question

Anonymous_ — Sun, 22 Dec 2024 02:33:25 GMT

Re: Form 1041 Schedule K-1 Question

trust812 — Mon, 07 Oct 2024 22:58:36 GMT

There is a main Trust with its own Tax ID and 2 SubTrusts under the main Trust each which have their own Tax ID.

Re: Form 1041 Schedule K-1 Question

Anonymous_ — Sun, 22 Dec 2024 02:33:43 GMT