2020 Return, Form K-1, Line 11A not populating properly

[tjshadb]

Hello people that know far more than me. My grandmother passed away last year, and we ended up with a Form 1041 Schedule K-1 from the estate. It only has two values populated, Line 11 A and Line 11 C.

Now, I find Line 11C without problems, but Line 11A, according to IRS documents says it should populate Form 1040 Schedule 1, Part II, Line 22 with the note ED67(e). But TurboTax Premier isn't even generating Schedule 1. Is this related to the "Form K-1 isn't available yet" business? It is a $6000 income write down from what I can understand, which isn't much. Tax forms are getting far too confusing.

[tagteam · Accepted solution]

If you are not using a desktop version of TurboTax, you are likely going to have a problem getting the figure from Line 11A entered correctly. 

The entry generally needs to be done in Forms Mode which is not supported by the online versions of TurboTax.

If you are using a desktop version, enter Forms Mode, open your Form 1040/1040SR Worksheet, scroll down to the Other Adjustments to Income Smart Worksheet and enter the information on Line H.

[tjshadb]

Thanks so much!

I am using the desktop application. Went to 1040/1040SR Wk, Schedule I, Part II Adjustments to Income; then the Other Adjustments to Income Smart Worksheet line H. I entered ED67(e) on the blank line and then value on number line.

The form updated to just ED67(e) next to line 22 and the the amount on line 22.

And proceeded to increase my refund by $1300!