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Returning Member
posted Feb 27, 2020 4:53:27 PM

Schedule K-1 Form 2041

Today I received a Schedule K-1 for a Final 1041 for an estate.  I have already filed my taxes and have received a refund.  What do I do?

0 4 1411
4 Replies
Level 15
Feb 28, 2020 7:33:34 AM

You can provide more details on exactly what is included on the K-1 you received. 

 

If entry of the K-1 increases your federal or state tax liability, you will need to amend your return.

Returning Member
Feb 28, 2020 11:27:50 AM

The K-1 is Beneficiary's Share on Income, Deductions, Credits

The following is included

on my K-1  in Box 11 there is:                                       Final year deductions

                                                                     11.   A*              681

                                                                              C                  12

                                                                              D             1,774

                                                                              E              1,774

                                                                                               Other information

                    in Box 14:                               14.   B*                     1

 

The box is checked for the final 1041 for the estate or trust

Nothing in any other of the boxes.

 

Level 1
Mar 27, 2020 11:28:12 AM

I am waiting for a K-1 (which is a worthless investment) and I want to file because of the Coronavirus checks. I know there will be no income, maybe a loss. Is it necessary to file an amended return.

Expert Alumni
Mar 29, 2020 10:12:10 AM

If adding the K-1 makes no change to your balance due or refund, there is no need to amend.