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nosillo2
Level 3

Firm 1041 Schdule D Part III

On Schedule D Part III under 1 (beneficiaries) is blank should it be filled in with amounts reflected under Estate column so it can rollover to distributable income for schedule k-1  form?

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‎February 13, 2026 1:24 PM
last updated ‎February 13, 2026 1:24 PM
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M-MTax
Level 15

Firm 1041 Schdule D Part III

Yes, otherwise it won't. TurboTax messes this up on occasion depending upon how the data is entered.

‎February 13, 2026 1:28 PM
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