California Schedule K-1 (Form 541) - Beneficiary'S Share Of Income, Deductions, Credits, Etc. - 2013

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Beneficiary’s Share of Income,
TAXABLE YEAR
CALIFORNIA SCHEDULE
Deductions, Credits, etc.
2013
K-1 (541)
For calendar year 2013 or fiscal year beginning (mm/dd/yyyy)
, and ending (mm/dd/yyyy)
.
Fiduciaries: Complete a separate Schedule K-1 (541) for each beneficiary.
Beneficiaries: Refer to the instructions for Schedule K-1 (541).
Name of estate or trust
Beneficiary’s SSN/ITIN, California corporation no., California SOS file no., or FEIN
Estate’s or trust’s FEIN
-
Beneficiary’s name, address (number and street, suite, Apt., PO Box,
Fiduciary’s name, address (number and street, suite, Apt., PO Box, or PMB no.),
or PMB no.), City, State, and ZIP Code
City, State, and ZIP Code. If there is more than one fiduciary or trustee, list all of the
fiduciaries or trustees’ names, addresses, and indicate if fiduciary is a nonresident. If
more space is needed, add an attachment. Include the estate’s or trust’s FEIN at the
top of each separate attachment.
.
A Beneficiary’s percentage of distribution at year end . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
%
B Check here only if this is:
(1)
A final Schedule K-1 (541)
(2)
An amended Schedule K-1 (541)
C What type of entity is this beneficiary? . . . .
(1)
Individual (2)
Estate/Trust (3)
Qualified Exempt Organization (4)
Other
D Is this beneficiary a resident of California? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
E Is the fiduciary a resident of California? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
(a)
(b)
(c)
(d)
(e)
Allocable share item
Amount from
California
Total amounts using
California
federal Schedule
Adjustments
California law
source amounts
K-1 (1041)
Combine col . (b) and col . (c)
and credits
1 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Net capital gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . .
5 Other portfolio and nonbusiness income . . . . . . . . . . . .
6 Ordinary business income . . . . . . . . . . . . . . . . . . . . . . .
7 Net rental real estate income . . . . . . . . . . . . . . . . . . . . .
8 Other rental income . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9 a Depreciation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Amortization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11 a Excess deduction on termination
(Attach computation) . . . . . . . . . . . . . . . . . . . . . . . . .
b Capital loss carryover . . . . . . . . . . . . . . . . . . . . . . . . .
c Net operating loss (NOL) carryover for regular
tax purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d NOL carryover for alternative minimum
tax purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 a Adjustment for alternative minimum tax purposes . . .
b Accelerated depreciation . . . . . . . . . . . . . . . . . . . . . . .
c Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d Amortization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
e Exclusion items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13 a Trust payments of estimated tax credited
to beneficiary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Total withholding (equals amount on Form 592-B,
if calendar year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c Taxes paid to other states . Attach Schedule S,
Other State Tax Credit . . . . . . . . . . . . . . . . . . . . . . . . .
d Other credits . Attach schedule . . . . . . . . . . . . . . . . . .
14 a Tax-exempt interest . . . . . . . . . . . . . . . . . . . . . . . . . .
b Net investment income . . . . . . . . . . . . . . . . . . . . . . . .
c Gross farm and fishing income . . . . . . . . . . . . . . . . . .
d Other information ___________________________
Schedule K-1 (541) 2013
7881133
For Privacy Notice, get FTB 1131 ENG/SP.

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