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Schedule K-1, Form 1041 (FINAL)

V - Variable, N - Numerical, A - Alpha

Schedule K-1, Form 1041
Field Order Field Name Description Length Format Comments
1 Header Header Version Number 2 V "T1"
2 Developer Code 4 digit code used to identify the Software Developer whose application produced the bar code. 4 N  
3 Jurisdiction Designates federal tax returns, must be "US" 2 A "US"
4 Form Number Must be "1041K1" 6 V "1041K1"
5 Specification Version Identifies which version of specifications were used to create the bar code 1 N "0"
6 Software Version Begin with "0" and increment with each reversion 2 N  
7 Tax Period Beginning Calendar Year followed by month and day beginning 8 N (YYYYMMDD)  
8 Tax Period Ending Calendar Year followed by month and day ending 8 N (YYYYMMDD) Example: Dec. 31, 2013- 20131231, June 30, 2013 - 20130630
9 Estate or Trust's EIN Schedule K-1 Box A 9 V Do Not include hyphens. 9 numeric digits or the literal "APPLD FOR"
10 Estate or Trust's name Schedule K-1 Box B 40 V Allowable special characters are hyphen (-), space, and ampersand (&)
11 Fiduciary's Name Fiduciary's Name as it appears in Box C of Schedule K-1 40 V Allowable special characters are hyphen (-), space, percent (%), and ampersand (&)
12 Fiduciary's Street Address Fiduciary's Address as it appears in Box C of Schedule K-1 35 V Allowable special characters are hyphen (-), space, and slash (/).
13 Fiduciary's City City Name as t appears in Box C of Schedule K-1 22 A Allowable special characters are space (but not more than one consecutive space followed by characters)
14 Fiduciary's State State as it appears in Box C of Schedule K-1 2 A Enter standard state code
15 Fiduciary's Zip Code Zip Code as it appears in Box C of Schedule K-1 9 N Allow leading zeros
16 Form 1041-T was filed Enter Date from Line D 8 N Enter Date in MMDDYYY format
17 Final Form 1041 for Estate or Trust Box E 1 V Enter a "X" if box is checked,  blank if not 
18 Benefiary's Identification Number Box F, Schedule K-1 9 V Do not include hyphens. 9 numeric digits or the literal "APPLD FOR"
19 Benefiary's Name (Line 1) Benefiary's 1st name line as it appears in Box G, Schedule K-1 40 V Allowable special characters are space, hyphen (-),  and ampersand (&)
20 Beneficiary's Name (Line 2) Beneficiary's 2nd name line as it appears in Box G, Schedule K-1 40 V Allowable special characters are space, hyphen (-), percent (%), and ampersand (&)
21 Beneficiary's Street Address Beneficiary's address as it appears in Box G, Schedule K-1 35 V Allowable special characters are hyphen (-), space, and slash (/)
22 Beneficiary's City City name as it appears in Box G, Schedule K-1 22 A Allowable special characters are space (but not more than one consecutive space followed by characters)  
23 Beneficiary's State State as it appears in Box G, Schedule K-1 2 A  
24 Beneficiary's Zip Code Zip code as it appears in Box G, Schedule K-1 9 N Allow leading zeros 
25 Domestic or Foreign Beneficiary Question H 1 V Indicate Beneficiary's entity type per instructions 
26 Final Check Box Final Check Box in Upper Right 1 V Enter a "X" if the box is checked, blank if not 
27 Amended Check Box Amended Check Box in Upper Right 1 V Enter a "X" if the box is checked, blank if not 
28 Interest Income Code Line 1 Code Box 2 V Enter Alpha Designator and/or asterisk per instructions 
29 Interest Income Amount from Schedule K-1, Line 1 12 V Numeric only or literal "STMT" 
30 Ordinary Dividends Code Line 2a Code Box 2 V Enter Alpha Designator and/or asterisk per instructions  
31 Ordinary Dividends Amount from Schedule K-1, Line 2a 12 V Numeric only or literal "STMT"  
32 Qualified Dividends Code Line 2b Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions  
33 Qualified Dividends Amount from Schedule K-1, Line 2b 12 V Numeric only or literal "STMT"  
34 Net Short-Term Capital Gain Code Line 3 Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions   
35 Net Short-Term Capital Gain Amount from Schedule K-1, Line 3 12 V  Numeric only or literal "STMT"  
36 Net Long-Term Capital Gain Line 4a Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions   
37 Net Long-Term Capital Gain Amount from Schedule K-1, Line 4a 12 V  Numeric only or literal "STMT" 
38 28% Rate Gain Line 4b Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions    
39 28% Rate Gain Amount from Schedule K-1, Line 4b 12 V Numeric only or literal "STMT"  
40 Unrecaptured Section 1250 Gain Line 4c Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions   
41 Unrecaptured Section 1250 Gain Amount from Schedule K-1, Line 4c 12 V Numeric only or literal "STMT" 
42 Other Portfolio Income Line 5 Code Box 2 V Enter Alpha Designator and/or asterisk per instructions    
43 Other Portfolio Income Amount from Schedule K-1, Line 5 12 V Numeric only or literal "STMT"  
44 Ordinary Business Income Line 6 Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions
45 Ordinary Business Income Amount from Schedule K-1, Line 6 12 V  Numeric only or literal "STMT"  
46 Net Rental Real Estate Income Line 7 Code Box 2 V  Enter Alpha Designator and/or asterisk per instructions 
47 Net Rental Real Estate Income Amount from Schedule K-1, Line 7 12 V Numeric only or literal "STMT" 
48 Other Rental Income Line 8 Code Box 2 V Enter Alpha Designator and/or asterisk per instructions  
49 Other Rental Income Amount from Schedule K-1, Line 8 12 V  Numeric only or literal "STMT" 
50 Directly Apportioned Deductions Amount 1 Code Line 9 Code Box 1 2 V Enter Alpha Designator and/or asterisk per instructions  
51 Directly Apportioned Deductions Amount 1 Amount 1 from Schedule K-1, Line 9 12 V Numeric only or literal "STMT"
52 Directly Apportioned Deductions Amount 2 Code Line 9 Box 2 2 V Enter Alpha Designator and/or asterisk per instructions   
53 Directly Apportioned Deductions Amount 2 Amount 2 from Schedule K-1, Line 9 12 V Numeric only or literal "STMT"
54 Directly Apportioned Deductions Amount 3 Code Line 9 Code Box 3 2 V Enter Alpha Designator and/or asterisk per instructions    
55 Directly Apportioned Deductions Amount 3 Amount 3 from Schedule K-1, Line 9 12 V Numeric only or literal "STMT"
56 Estate Tax Deduction Line 10 Code Box 2 V Enter Alpha Designator and/or asterisk per instructions 
57 Estate Tax Deduction Amount from Schedule K-1, Line 10 12 V  Numeric only or literal "STMT"
58 Final Year Deductions Amount 1 Code Line 11 Code Box 1 2 V Enter Alpha Designator and/or asterisk per instructions 
59 Final Year Deductions Amount 1 Amount 1 from Schedule K-1, Line 11 12 V Numeric only or literal "STMT"
60 Final Year Deductions Amount 2 Code Line 11 Code Box 2 2 V Enter Alpha Designator and/or asterisk per instructions 
61 Final Year Deductions Amount 2 Amount 2 from Schedule K-1, Line 1112 12 V Numeric only or literal "STMT"
62 Final Year Deductions Amount 3 Code Line 11 Code Box 3 2 V Enter Alpha Designator and/or asterisk per instructions
63 Final Year Amount 3 Amount 3 from Schedule K-1, Line 11 12 V Numeric only or literal "STMT"
64 Final Year Deductions Amount 4 Code Line 11 Code Box 4 2 V Enter Alpha Designator and/or asterisk per instructions
65 Final Year Deductions Amount 4 Amount 4 from Schedule K-1, Line 11 12 V Numeric only or literal "STMT"
66 Final Year Deductions Amount 5 Code Line 11 Code Box 5 2 V Enter Alpha Designator and/or asterisk per instructions

67

Final Year Deductions Amount 5 Amount 5 from Schedule K-1, Line 11 12 V Numeric only or literal "STMT"
68 Alternative Minimum Tax Adjustment 1 Code Line 12 Code Box 1 2 V Enter Alpha Designator and/or asterisk per instructions
79 Alternative Minimum Tax Adjustment Amount 1 Amount 1 from Schedule K-1, Line 12 12 V Numeric only or literal "STMT"
70 Alternative Minimum Tax Adjustment Amount 2 Code Line 12 Box Code 2 2 V Enter Alpha Designator and/or asterisk per instructions
71 Alternative Minimum Tax Adjustment Amount 2 Amount 2 from Schedule K-1, Line 12 12 V Numeric only or literal "STMT"
72 Alternative Minimum Tax Adjustment Amount 3 Code Line 12 Code Box 3 2 V Enter Alpha Designator and/or asterisk per instructions
73 Alternative Minimum Tax Adjustment Amount 3 Amount 3 from Schedule K-1, Line 12 12 V Numeric only or literal "STMT"
74 Alternative Minimum Tax Adjustment Amount 4 Code Line 12 Code Box 4 2 V Enter Alpha Designator and/or asterisk per instructions
75 Alternative Minimum Tax Adjustment Amount 4 Amount 4 from Schedule K-1, Line 12 12 V Numeric only or literal "STMT"
76 Alternative Minimum Tax Adjustment Amount 5 Code Line 12 Code Box 5 2 V Enter Alpha Designator and/or asterisk per instructions
77 Alternative Minimum Tax Adjustment Amount 5 Amount 5 from Schedule K-1, Line 12 12 V Numeric only or literal "STMT"
78 Credits Amount 1 Code Line 13 Code Box 1 2 V Enter Alpha Designator and/or asterisk per instructions
79 Credits Amount 1 Amount 1 from Schedule K-1, Line 13 12 V Numeric only or literal "STMT"
80 Credits Amount 2 Code Line 13 Code Box 2 2 V Enter Alpha Designator and/or asterisk per instructions
81 Credits Amount 2 Amount 2 from Schedule K-1, Line 13 12 V Numeric only or literal "STMT"
82 Credits Amount 3 Code Line 13 Code Box 3 2 V Enter Alpha Designator and/or asterisk per instructions
83 Credits Amount 3 Amount 3 from Schedule K-1, Line 13 12 V Numeric only or literal "STMT"
84 Other Information Amount 1 Code Line 14 Code Box 1 2 V Enter Alpha Designator and/or asterisk per instructions. Negative and Positive accepted.
85 Other Information Amount 1 Amount 1 from Schedule K-1, Line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
86 Other Information Amount 2 Code Line 14 Code Box 2 2 V Enter Alpha Designator and/or asterisk per instructions. Negative and Positive accepted.
87 Other Information Amount 2 Amount 2 from Schedule K-1, Line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
88 Other Information Amount 3 Code Line 14 Code Box 3 2 V Enter Alpha Designator and/or asterisk per instructions. Negative and Positive accepted.
89 Other Information Amount 3 Amount 3 from Schedule K-1, Line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
90 Other Information Amount 4 Code Line 14 Code Box 4 2 V Enter Alpha Designator and/or asterisk per instructions. Negative and Positive accepted.
91 Other Information Amount 4 Amount 4 from Schedule K-1, Line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
92 Other Information Amount 5 Code Line 14 Code Box 5 2 V Enter Alpha Designator and/or asterisk per instructions. Negative and Positive accepted.
93 Other Information Amount 5 Amount 5 from Schedule K-1, Line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
94 Other Information Amount 5 Code Line 14 Code Box 6 2 V Enter Alpha Designator and/or asterik per instructions. Negative and Positive accepted.
95 Other Information Amount 5 Amount 6 from Schedule K-1 line 14 12 V Numeric only or literal "STMT". Negative and Positive accepted.
96 Trailer Indicates end of data, must be "*EOD*" 5 V "*EOD*"

V - Variable, N - Numerical, A - Alpha

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Page Last Reviewed or Updated: 13-Dec-2013