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Level 3
March 31, 2022
Solved

Where to enter excess deductions (Box 11A) from a final trust K-1 in another trust return

  • March 31, 2022
  • 1 reply
  • 7 views

I have a trust return that is final. There are excess deductions included in Box 11A of the K-1.

The beneficiary is another trust.

I did an export of the K-1 from the the final trust into the beneficiary trust. The information in box 11A didn't flow anywhere.

Honestly, I didn't expect it to, but I am not sure where to enter the information.

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Best answer by TaxGirl3

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

1 reply

TaxGirl3Answer
Level 5
April 1, 2022

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

Level 3
April 1, 2022

Thanks, this was my original thought, glad to have some confirmation.