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June 3, 2019
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What is the due date for someone to receive their schedule k1 estates and trusts from the organization managing the trust?

  • June 3, 2019
  • 1 reply
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If April 15 is the due date and I do not receive a copy of the Form 1041 Beneficiary's share of income, deductions, credits, etc. before April 15th. As the beneficiary how do I complete my tax filing by April 15th since I need the information Part III to complete my tax filing?

Best answer by Anonymous_

"what is the due date for someone to receive their schedule k1 estates and trusts...?"

The due date for the K-1 is the same as the due date for the actual return (Form 1041), including any extensions.

See https://www.irs.gov/instructions/i1041#idm140630132069712

1 reply

Employee
June 3, 2019

"what is the due date for someone to receive their schedule k1 estates and trusts...?"

The due date for the K-1 is the same as the due date for the actual return (Form 1041), including any extensions.

See https://www.irs.gov/instructions/i1041#idm140630132069712

marzoraAuthor
June 3, 2019
If April 15 is the due date and I do not receive a copy of the Form 1041 Beneficiary's share of income, deductions, credits, etc. before April 15th. As the beneficiary how do I complete my tax filing by April 15th since I need the information Part III to complete my tax filing?
April 20, 2023

We have already submitted our taxes, paid our amount due and our return was received.

Today, in the mail I received a Form 1041 K-1 from my Aunts' Estate which was settled this last

year May 2022.  I am going to need to send in an amended return, by mail, with the attached forms

that I received in the mail, today, 4/19/23. In the form under Part III, line 11 A* the final year distributions

are 16,342. Do I simply amend the current return and attach this form? Thank you for an support or help you can give me on this matter. Cynthia J. Baker

[email address removed]