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March 13, 2024
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Which Schedule D, 8949 and K-1 to attach to State Returns (after 645 election Federal sent)

  • March 13, 2024
  • 1 reply
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Another question that feels silly, but I'm thinking too much.

 

The 645 election actually added work for me.  I had to do the 645 Federal plus the Trust only (for the Trust state return) plus the Estate only (for the Estate state return).  Ugh.

 

The state returns (for the Trust and Estate) each request a copy of Federal Schedule D, 8949 and the K-1s to be attached.

 

1. Do I attach the Federal forms from the 645 election return that I am mailing in?

or

2. Do I attach simulated Federal forms as if the Federal was done for the trust and estate separately?

 

I assume option one.  But I want to be sure.

 

Thanks you for your help!!

Best answer by Anonymous_

Your first option would be correct.

1 reply

Employee
March 13, 2024

Your first option would be correct.