stanley9
Level 1

I have a client the is the sole beneficiary of his mothers trust.  For the first 5 years he received just the income from the trust.  I filed 1041 for the trust and schedule K-1 for their individual return.  Beginning this year (2023 return) he receives the income plus a 20,000 payment from principal.  This 20,000 is taxable on their individual return.  My question where do i enter this distribution from the trust in form 1041 and the k-1 so it appears on their personal 1040.

 

Thanks

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