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S
ShawnCA
Level 3
March 31, 2021
Question

1041 Margin Interest

  • March 31, 2021
  • 3 replies
  • 18 views

Ordinary/Qualified Dividends 7000; STCG 38000; LTCG 43000.

Margin Interest - 4000

All income assigned to and distributed to beneficiary.

Form 4952 - How to get the margin interest to flow through to the beneficiary's K-1?

 

 

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3 replies

sjrcpa
sjrcpa
Level 15
March 31, 2021

The K-1 income-dividends- should be passed through on the K-1 net of the proportionate share of investment interest. It is not a separately stated item for fiduciary returns.

The more I know the more I don’t know.
    S
    ShawnCAAuthor
    Level 3
    March 31, 2021

    Thanks.  I forgot I could just put the interest directly on the 1041

      sjrcpa
      sjrcpa
      Level 15
      March 31, 2021

      You're welcome.

      The more I know the more I don’t know.
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