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Level 1
posted Feb 27, 2021 12:32:57 PM

Schedule K-1 Form 1041 Fiscal vs Calendar Year

We received a Schedule K-1 for funds received from a one-time distribution from a trust.  We received the funds in 2020.  The K-1 has a fiscal year ending 1/31/2021.  Should we enter the K-1 information for our 2020 tax return or use it for 2021?

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1 Best answer
Level 15
Feb 27, 2021 1:32:02 PM

3 Replies
Level 15
Feb 27, 2021 1:32:02 PM

Level 1
Feb 27, 2021 3:07:32 PM

Can we choose to report it with our 2020 taxes?

Level 15
Feb 27, 2021 7:02:19 PM