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May 2, 2024
Question

Schedle B on trust 1041

  • May 2, 2024
  • 1 reply
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Why is there no Schedule B on the Form 1041 I filed for a trust for which I'm the trustee?

 

There's an Interest & Dividends Worksheet on my printed copy of the return, but no Schedule B, and when I switch to Forms and type Schedule B into the window, I see only four entries for Form 1116 and a QBI Schedule B aggregation statement. Why is Schedule B required for individuals but not for trusts and estates?

    1 reply

    Employee
    May 2, 2024
    No text available
    May 2, 2024

    Okay, thanks. Seems weird, though. Why should it be deemed necessary for my 1040 but not for my trust 1041? And it does make cross-checking more difficult!!

    Employee
    May 2, 2024
    No text available