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Level 6
February 17, 2021
Question

1041 refund to beneficiaries ?

  • February 17, 2021
  • 1 reply
  • 8 views

What do I need to mark to get the refund to go to the beneficiaries instead of going to the estate?

It looks like a k-1 distibution but still showing the refund amount on the 1041

 

thx

Michele

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1 reply

TAXOH
Level 10
February 17, 2021

If it was withholding tax it has to go back to the estate.