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Common questions about Schedule K-1 overrides for fiduciary returns

by Intuit• Updated 1 year ago

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
Lacerte Tax

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