Schedule K-1 (Form 1041) - Beneficiary'S Share Of Income, Deductions, Credits, Etc.- 2015 Page 2

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Schedule K-1 (Form 1041) 2017
Page
This list identifies the codes used on Schedule K-1 for beneficiaries and provides summarized reporting information for
beneficiaries who file Form 1040. For detailed reporting and filing information, see the Instructions for Schedule K-1 (Form
1041) for a Beneficiary Filing Form 1040 and the instructions for your income tax return.
}
Report on
1. Interest income
Form 1040, line 8a
13. Credits and credit recapture
2a. Ordinary dividends
Form 1040, line 9a
Code
Report on
2b. Qualified dividends
A Credit for estimated taxes
Form 1040, line 9b
Form 1040, line 65
3. Net short-term capital gain
Schedule D, line 5
B Credit for backup withholding
Form 1040, line 64
4a. Net long-term capital gain
Schedule D, line 12
C Low-income housing credit
4b. 28% rate gain
28% Rate Gain Worksheet, line 4
D Rehabilitation credit and energy credit
(Schedule D Instructions)
E Other qualifying investment credit
F Work opportunity credit
4c. Unrecaptured section 1250 gain
Unrecaptured Section 1250 Gain
Worksheet, line 11 (Schedule D
G Credit for small employer health
Instructions)
insurance premiums
H Biofuel producer credit
5. Other portfolio and nonbusiness
Schedule E, line 33, column (f)
income
I Credit for increasing research activities
6. Ordinary business income
J Renewable electricity, refined coal,
Schedule E, line 33, column (d)
or (f)
and Indian coal production credit
See the beneficiary’s instructions
7. Net rental real estate income
Schedule E, line 33, column (d)
K Empowerment zone employment credit
or (f)
L Indian employment credit
M Orphan drug credit
8. Other rental income
Schedule E, line 33, column (d)
or (f)
N Credit for employer-provided child
care and facilities
9. Directly apportioned deductions
Code
O Biodiesel and renewable diesel fuels
credit
A Depreciation
Form 8582 or Schedule E, line
33, column (c) or (e)
P Credit to holders of tax credit bonds
B Depletion
Form 8582 or Schedule E, line
Q Credit for employer differential wage
33, column (c) or (e)
payments
R Recapture of credits
C Amortization
Form 8582 or Schedule E, line
33, column (c) or (e)
Z Other credits
10. Estate tax deduction
Schedule A, line 28
14. Other information
11. Final year deductions
A Tax-exempt interest
Form 1040, line 8b
A Excess deductions
Schedule A, line 23
B Foreign taxes
Form 1040, line 48 or
Sch. A, line 8
B Short-term capital loss carryover
Schedule D, line 5
C Long-term capital loss carryover
Schedule D, line 12; line 5 of the
C Qualified production activities income
Form 8903, line 7, col. (b) (also
wksht. for Sch. D, line 18; and
see the beneficiary's instructions)
line 16 of the wksht. for Sch. D,
D Form W-2 wages
Form 8903, line 17
line 19
E Net investment income
Form 4952, line 4a
D Net operating loss carryover —
Form 1040, line 21
regular tax
F Gross farm and fishing income
Schedule E, line 42
E Net operating loss carryover —
G Foreign trading gross receipts
Form 6251, line 11
See the Instructions for
minimum tax
(IRC 942(a))
Form 8873
}
H Adjustment for section 1411 net
Form 8960, line 7 (also see the
12. Alternative minimum tax (AMT) items
investment income or deductions
beneficiary's instructions)
A Adjustment for minimum tax purposes
Form 6251, line 15
I Other information
B AMT adjustment attributable to
See the beneficiary’s instructions
qualified dividends
Note: If you are a beneficiary who does not file a Form 1040,
see instructions for the type of income tax return you are filing.
C AMT adjustment attributable to
net short-term capital gain
D AMT adjustment attributable to
net long-term capital gain
See the beneficiary’s
E AMT adjustment attributable to
instructions and the
unrecaptured section 1250 gain
Instructions for Form 6251
F AMT adjustment attributable to
28% rate gain
G Accelerated depreciation
H Depletion
I Amortization
J Exclusion items
2018 Form 8801

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