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Level 3
posted Mar 13, 2024 10:19:19 AM

Which Schedule D, 8949 and K-1 to attach to State Returns (after 645 election Federal sent)

Another question that feels silly, but I'm thinking too much.

 

The 645 election actually added work for me.  I had to do the 645 Federal plus the Trust only (for the Trust state return) plus the Estate only (for the Estate state return).  Ugh.

 

The state returns (for the Trust and Estate) each request a copy of Federal Schedule D, 8949 and the K-1s to be attached.

 

1. Do I attach the Federal forms from the 645 election return that I am mailing in?

or

2. Do I attach simulated Federal forms as if the Federal was done for the trust and estate separately?

 

I assume option one.  But I want to be sure.

 

Thanks you for your help!!

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1 Best answer
Level 15
Mar 13, 2024 10:22:37 AM

Your first option would be correct.

1 Replies
Level 15
Mar 13, 2024 10:22:37 AM

Your first option would be correct.