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Level 1
July 8, 2020
Question

How do I report K1 activity from a 1041 -Line 14I for Section 199A REIT Dividends on a 1040 return?

  • July 8, 2020
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Level 3
July 15, 2020

To report a Section 199A REIT dividends from Form 1041 from an estate/trust, go to the Passthrough screen. Select Estate or Trust on the top left pane. Enter the name and EIN of the estate or trust. In the Line 14, Other Information section, enter the estate/trust name and EIN as well as any QBI amounts (ord income, rental income, etc.) on the grid. Right below the grid, enter the REIT dividends in Section 199A dividends. The entries in this section will flow to Form 8995.