Instructions For Pa-41 Schedule Rk-1 - 2013 (Page 2 of 3) in pdf

Canada Address Example.

number, enter it after the street ad-

purposes, enter it here. Otherwise,

dress. Eliminate all punctuation such as

leave this field blank.

SAUNDERS HELEN ESTATE OF

apostrophes, commas, periods and hy-

JANET SAUNDERS ADMIN

Amended Schedule

phens.

10 BOW ST OTTAWA ON K1A 0B1

If the estate or trust is filing an amended

CANADA

The U.S. Postal Service preference is

PA-41, Fiduciary Tax Return, and the

to put the actual delivery address on the

Foreign Address Example.

amount of income distributed to a resi-

line immediately above the city, state

DIETRIC-FISCHER INGE TRUST

dent beneficiary changes, fill in the

and ZIP Code.

PATRIK FISCHER TTEE

amended schedule oval.

NOTE: If the street address

WEIMARER STR 7 5300 BONN 1

along with the apartment num-

Final

GERMANY

ber, suite or RR number does not fit on

If this is the final year of distributions to

If the estate or trust’s address does not

the first line of address, then enter the

the beneficiary from the estate or trust,

fit in the available spaces on the PA-41

street address on the second line of ad-

Schedule RK-1 using this format,

fill in the final oval.

dress and the apartment number, suite

please include a separate statement

or RR number on the first line of ad-

Beneficiary’s Year-End

with the return showing the complete

dress.

Distribution

address.

Enter the beneficiary’s percentage of

Second Line of Address

PART I

year-end distributions from the estate or

Enter the post office box, if appropriate,

of the individual or entity beneficiary re-

trust for the ratio of the beneficiary’s tax-

ceiving the PA-41 Schedule RK-1. If

able distribution as reported on PA-41

GENERAL INFORMATION

there is no post office box, leave the

Schedule RK-1, Line 6 to the total dis-

second line of the address blank. Elim-

SSN

tribution as reported on PA-41, Fiduci-

inate all punctuation such as apostro-

Enter the nine-digit Social Security

ary Income Tax Return, Line 8.

phes, commas, periods and hyphens.

number (SSN) if the beneficiary of the

If a beneficiary who is an individual and

estate or trust is an individual receiving

For a foreign address, enter the city or

the PA-41 Schedule RK-1.

part-year resident or an entity benefici-

municipal designation. See the exam-

ple for

Foreign Address

Example.

ary, calculate and enter the percentage

Last Name, Suffix, First Name,

Middle Initial

as if a resident taxpayer.

For a Canadian address, enter the city

Enter the last name; suffix such as Jr.,

and postal delivery zone number. See

Sr., etc; first name and middle initial of

the example for Canada.

the individual beneficiary who is receiv-

Valid values are: “00000” to

ing the PA-41 Schedule RK-1.

IMPORTANT: If the address has

“10000”, where 10000 = 100%

only a post office box, enter on

Spouse’s SSN

Decimal point is implied after 3rd

the first line of address.

Enter the nine-digit SSN of the spouse

character from the left

of the beneficiary (if jointly held) receiv-

City, State and ZIP Code

e.g. to indicate 33.33%, the value

ing the PA-41 Schedule RK-1.

Enter the appropriate information of the

should be “03333”

individual or entity beneficiary receiving

FEIN

e.g. to indicate 25%, the values

the PA-41 Schedule RK-1 in each box.

Enter the nine-digit federal employer

should be “02500”

Eliminate all punctuation such as apos-

identification number (FEIN) of the en-

trophes, commas, periods and hy-

tity beneficiary receiving the PA-41

Schedule RK-1.

phens.

Owner

Fill in the oval that designates what type

Name of Owner Receiving

Name of Entity Issuing RK-1

RK-1 (Other Than an Individual)

of beneficiary received the PA-41 RK-1.

Enter the name of the estate or trust is-

If the beneficiary of the estate or trust is

suing the PA-41 Schedule RK-1.

Fill in one oval only.

an estate, trust a partnership, PA S cor-

City, State and ZIP Code

Entity

poration or entity formed as a limited li-

Enter the appropriate information of the

ability

company

classified

Fill in the estate or trust oval only.

estate or trust issuing the PA-41 Sched-

partnership or PA S corporation for fed-

Fiscal Year

ule RK-1 in each box. Eliminate all

eral income tax purposes, enter the

FEIN and name of the entity receiving

punctuation such as apostrophes, com-

If the estate or trust does not file on a

the PA-41 Schedule RK-1. If the PA

mas, periods and hyphens.

calendar-year basis, fill in the oval.

Schedule RK-1 is being issued to an in-

FEIN

dividual beneficiary, leave this field

Enter month, day and year (MMDDYY)

Enter the nine-digit FEIN of the

blank.

when the fiscal year begins and ends.

estate or trust issuing the PA-41 Sched-

First Line of Address

ule RK-1.

Short Year

Enter the street address of the individ-

A short year is an accounting period

Revenue ID

ual or entity beneficiary receiving the

shorter than one year (and not a 52-53

If the estate or trust has a Revenue ID

PA-41 Schedule RK-1. If the address

has an apartment number, suite or RR

or PA Tax Account ID for corporation tax

week taxable year).

PA-41 Schedule RK-1

Instructions For Pa-41 Schedule Rk-1 - 2013 Page 2

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