About mae5818estate

Level 2

Member profile

Latest badges earned

Replies
Posts

Solved Re: Estate form 1041- K-1 "Beneficiary's Allocation Smart Worksheet"...

This post is a similar question and my findings on what #1 Distributions of (first tier) & #2 Distributions of (second tier) are.IRS guidance:https://www.irs.go...

mae5818estate

1

Updated Oct 14, 2021
Re: 1041 estate return - What do I put in the box when TT asks how m...

I have a similar situation, but 15 Beneficiary's! One with no Distribution (me as Executor), Three with prior 'early' distributions (squeaky wheels), and one wh...

mae5818estate

Updated Oct 14, 2021
Solved Re: Is there an option to print 2021 rather than 2020 on the tax ret...

I figured so. The CPA who messed up the K-1s provided me with the Return & forms as 2021 documents,. They used a professional product fromWolters Kluwer.

mae5818estate

2

Updated Oct 14, 2021
Solved Re: Estate form 1041- K-1 "Beneficiary's Allocation Smart Worksheet"...

One more follow up question...The "Beneficiary's Allocation Smart Worksheet" section A 1 & 2.-----------A Enter the beneficiary's dollar amount of:1.) Income re...

mae5818estate

2

Updated Oct 14, 2021
Solved Re: Estate form 1041- K-1 "Beneficiary's Allocation Smart Worksheet"...

RE: "Recall, however, that you would be indicating that the distributions were made in the current tax year (2021), the year in which the property was sold, whi...

mae5818estate

4

Updated Oct 14, 2021

Membership stats

Public Statistics

Date Registered	‎September 6, 2021 8:54 PM
Date Last Visited	‎October 14, 2021 5:39 PM
Total Messages Posted	9
Total Cheers Received	1

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.