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?
01405
1 Replies
M-MTax
Level 15
Feb 13, 2026 1:28:37 PM
Yes, otherwise it won't. TurboTax messes this up on occasion depending upon how the data is entered.