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New Member
posted Feb 7, 2023 3:12:35 PM

How do I change the beneficiary on Form K-1 in TurboTax?

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1 Best answer
Level 15
Feb 7, 2023 3:32:25 PM

How do I change the beneficiary on Form K-1 in TurboTax?

 

Unless you are preparing the 1041 for a trust or estate, changing the beneficiary is not allowed. 

 

Contact the issuer of the K-1 if the beneficiary needs to be changed,

1 Replies
Level 15
Feb 7, 2023 3:32:25 PM

How do I change the beneficiary on Form K-1 in TurboTax?

 

Unless you are preparing the 1041 for a trust or estate, changing the beneficiary is not allowed. 

 

Contact the issuer of the K-1 if the beneficiary needs to be changed,