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russ1
Level 3
November 29, 2023
Solved

1041 efile

  • November 29, 2023
  • 1 reply
  • 11 views

Hi

I have a client with two 1041s in the same year -2022.  The first is for FYE 8/1/2022-7/31/2023.  Which I filed.  The second is for short year 8/1/2023-10/31/2023 final -attempting to file. 

Should I paper file this short year as I am getting a critical diagnostic on using 2022 forms for 2023 activity.  Note, I think I can ignore the diagnostic as the 1041 has nothing by small losses and there are no 2023 tax changes that will affect the return.  I appreciate your thoughts.

Thanks,

This topic has been closed for replies.
Best answer by George4Tacks

Paper file. I would even highlight the short year and cross out 2022 on the form and write 2023

If there are K-1s, do the same on those forms to give to the beneficiaries. 

1 reply

George4Tacks
George4TacksAnswer
Level 15
November 30, 2023

Paper file. I would even highlight the short year and cross out 2022 on the form and write 2023

If there are K-1s, do the same on those forms to give to the beneficiaries. 

Answers are easy. Questions are hard!
    R
    russ1Author
    Level 3
    November 30, 2023

    Thanks for your response.  It is very helpful.

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