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planeart
Level 2
April 6, 2020
Solved

Schedule K-1, Form 1041

  • April 6, 2020
  • 3 replies
  • 13 views

I am filing my mother's taxes. She is the beneficiary of the income from a trust located in West Virginia. 

She files her taxes as a GA resident.

 

In TurboTax, K-1 Trust section,

In line 14 it is Code Z which is  "other".

Under Income Detail it states "select the state and the amount of tax-exempt income interest reported...." 

 

I have the amount but am unsure whether this should be designated WV (trust location) or GA (her residence).

 

Any help is appreciated

 

 

    Best answer by Anonymous_
    No text available

    3 replies

    A
    Anonymous_Answer
    Level 15
    April 6, 2020
    No text available
      P
      planeartAuthor
      Level 2
      April 9, 2020

      Thanks to you both. The trustee is very busy so I wanted to ask here because I knew I would get a good answer!

       

      Duh, I didn't scroll down to see the "more than one state" option. BTW, I also have a lot of trouble figuring out how to get back to that K-1 form once I've started it. It's probably just me but it's frustrating. I've had to mark it with a flag.

       

      Thank you both!

        J
        JamesG1
        Level 15
        April 6, 2020

        Did the K-1 from the trust administrator provide beneficiary instructions, an attachment or enclosed schedule which provides the state information?

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