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Level 2
March 13, 2025
Question

Estate tax withheld on estate passed to beneficiary on K1

  • March 13, 2025
  • 3 replies
  • 9 views

On an estate return 1041, I want to pass through all of the income to the beneficiaries on a K1. I would also like to pass through the tax withheld from the 1099R that was received by the estate

3 replies

sjrcpa
Level 15
March 13, 2025

You can't

The more I know the more I don’t know.
Level 2
January 20, 2026

Lol, I laughed out loud.  Isn't that the truth... Knowing that is the beginning of the journey to full enlightenment.  Question is, once you get there... What then? 

BobKamman
Level 15
March 13, 2025

What you would like to do, and what you can do, are two different things.  You can only pass through backup withholding.  See Form 1041 instructions, Page 35.

Accountant-Man
Level 13
January 20, 2026

You can pass through estimated taxes paid, but you cannot pass through withholdings.

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