Yardley CPA Posted April 12, 2014 Report Posted April 12, 2014 I've completed a simple 1041 that only contains a small amount of interest and dividends. There are two beneficiaries (son and daughter of the deceased.) I input their personal information on the K-1 input screen and, based on the Will, assigned each of them 50% allocations on Line D of the K-1 input screen. The interest and dividends are not flowing to the respective K-1's. Not sure why and wondering if anyone had any ideas. Thanks! Quote
Yardley CPA Posted April 12, 2014 Author Report Posted April 12, 2014 i figured it out. I had to populate Schedule B, Line 9 on the 1041. Quote
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