Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Where to enter excess deductions (Box 11A) from a final trust K-1 in another trust return

AnotherTaxGuy
Level 2

I have a trust return that is final. There are excess deductions included in Box 11A of the K-1.

The beneficiary is another trust.

I did an export of the K-1 from the the final trust into the beneficiary trust. The information in box 11A didn't flow anywhere.

Honestly, I didn't expect it to, but I am not sure where to enter the information.

0 Cheers
1 Best Answer

Accepted Solutions
TaxGirl3
Level 5

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

View solution in original post

2 Comments 2
TaxGirl3
Level 5

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

AnotherTaxGuy
Level 2

Thanks, this was my original thought, glad to have some confirmation.