Missing Schedule K-1 in Desktop TurboTax Premier 2025 using Windows 11

[StarGirl18]

After entering my Estate K-1 info, into the step by step, and completing my tax return in the Desktop version, I printed it out all the forms I need to file, and saw I have no Schedule K-1. Going  to Forms Mode, I see I have only the Information Worksheet for the K-1, but no Schedule K-1.  And when I click on the Schedule K-1 side panel of all the forms I  filled out, the Information Worksheets pop up to view.  But no Schedule K-1. Where's my Schedule K-1 for my Federal Taxes? Can anyone help me? I can't even add it because it isn't there in Forms.

[MelindaS1]

If you're the beneficiary of an estate K-1 filing Form 1040 for yourself as an individual taxpayer, you will use the K-1 to pick up and pay tax on the passthrough income, but you will not attach the original K-1 to your tax return. Instead, verify that each K-1 box with an amount reported is entered accurately such that those amounts flow through to the corresponding lines on the 1040. Per the IRS Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040:

Use Schedule K-1 to report a beneficiary's share of the estate’s or trust’s income, credits, deductions, etc., on your Form 1040 or 1040-SR. Keep it for your records. Don’t file it with your tax return, unless backup withholding was reported in box 13, code B.

You will use these same instructions to verify that each K-1 item on your individual return is consistent with the way the items were treated on the estate return. The agency already has a copy of the K-1 from the 1041 filing, they just need you the taxpayer to report the final treatment of the income. 

Is any item of K-1 income missing from the corresponding lines of income on page 1 of your 1040 (pages 1 and 2 of 1040-SR), or is your taxable income lower than anticipated?

[StarGirl18]

Ok, I found it, but now I see that on my Schedule E, my K1 reportable portfolio income say nonpassive.  Shouldn't that be passive income for a beneficiary?  This is from an estate.

[PatriciaV]

Please clarify which boxes on the estate K-1 report income that you expect to be passive. In general, portfolio income is non-passive. Business income may be passive or non-passive depending on material participation rules.