Printable Form 1041 (Schedule K-1) Mesquite Texas 2024-2025

Printable Form 1041 (Schedule K-1) Mesquite Texas: What You Should Know

Step 1: Identify your trust or estate. 1 Check the appropriate box. 2 Filing status: Separate and unrelated 3 Type of trust: Not valid 4 Beneficiaries: The beneficiary is you and the spouse of the person you are filing 4 Beneficiarys address: Your address on file will be that of your trust or estate. If an address is not present on the return, contact the IRS address for further guidance. It is best to use the same address on your tax return that you would use if you were filing a joint return. 5 Address (including zip code): 825 W. Lake Street, Suite 200, Chicago, IL 60647 6 Beneficiarys address: Apt. 1111, Chicago, IL 60645 7 Date of death/disposition: Determines when your beneficiary files Form 1041 for the current year. This date is the date you are required to file Form 1041. 8 Beneficiary taxpayer: Your taxpayer (not your tax preparer/trust adviser) should complete the “Other taxpayer” box in step 1. Your beneficiary pays your taxes. 9 Beneficiary's filing status: Not sure 10 Beneficiarys address: 825 W. Lake Street, Suite 200, Chicago, IL 60647 7 Date of death/disposition: Determines when your beneficiary files Form 1041 for the current year. This date is the date you are required to file Form 1041. 11 Beneficiary taxpayer: Your taxpayer (not your tax preparer/trust adviser) should complete the “Other taxpayer” box in step 1. Your beneficiary pays your taxes and not you. 12 Beneficiary's address: 825 W. Lake Street, Suite 200, Chicago, IL 60647 7 Date of death/disposition: Determines when your beneficiary files Form 1041 for the current year. This date is the date you are required to file Form 1041. 13 Beneficiary taxpayer: Your taxpayer (not your tax preparer/trust adviser) should complete the “Other taxpayer” box in step 1.

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