Common questions about Schedule K-1 overrides for fiduciary returns

Below are solutions to frequently asked questions about entering Schedule K-1 overrides in the Fiduciary module of Lacerte.

• How to set allocation options in Lacerte for a 1041 K-1
• Entering distributions for beneficiaries on Form 1041
• Fiduciary passive loss on rental property not showing on Schedule K-1 in Lacerte
• Form 1041 Schedule K-1 Box 14H shows an adjustment
• How to export Schedule K-1's between tax returns

• Agent Articles:
• Allocating Specific Items to Beneficiary or to Trust
• How To Distribute A Refund To The Beneficiaries In A Final Year Fiduciary
• Fiduciary K-1 Export to 1040 Individual does not Export: No K-1 data available for export