Skip to main content
April 7, 2025
Question

Illinois K-1-T

  • April 7, 2025
  • 1 reply
  • 0 views

I am filing a return for a Special Needs Trust.  There is no K-1 being issued and the Federal Return did not force me to fill out a K-1 for any beneficiaries, however, my Illinois return is forcing me to fill out a K-!-T for beneficiaries.  How can I override that. We have never had to file a K-1 before because there are no distributions made and the trust is paying all of the taxes.

1 reply

Julespav1Author
April 7, 2025

I should have mentioned that it is a complex trust and does not require the distribution of income to the beneficiaries

April 21, 2025

Illinois requires beneficiary information regardless of whether there are any distributions.

 

Here is the Illinois rules on that.

 

@Julespav1 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"