V - Variable, N - Numerical, A - Alpha Schedules K-1 two-dimensional bar code specifications for 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 (CCYYMMDD) 8 Tax Period Ending Calendar Year followed by month and day ending 8 N (CCYYMMDD) Example: Dec 31, 2007 - 20071231, June 30, 2007 - 20070630 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 to 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 it 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 MMDDYYYY format 17 Final Form 1041 For Estate or Trust Box E 1 V Enter a "X" if box is checked, blank if not 18 Beneficiary's Identification Number Box F Schedule K-1 9 V Do not include hyphens. 9 numeric digits or the literal "APPLD FOR" 19 Beneficiary's Name (Line 1) Beneficiary's 1st name line as it appears in Box G of 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 of 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 of 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 of 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 of Schedule K-1 2 A 24 Beneficiary's ZIP Code ZIP Code as it appears in Box G of 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 A 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 Code Box 2 2 A 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 A 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 A 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 A 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 A Enter Alpha Designator and/ or asterisk per instructions 61 Final Year Deductions Amount 2 Amount 2 from Schedule K-1 Line 11 12 V Numeric only or literal "STMT" 62 Final Year Deductions Amount 3 Code Line 11 Code Box 3 2 A Enter Alpha Designator and/ or asterisk per instructions 63 Final Year Deductions 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 A 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 A 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 Amount 1 Code Line 12 Code Box 1 2 A Enter Alpha Designator and/ or asterisk per instructions 69 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 Code Box 2 2 A 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 A 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 A 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 A 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 and Credit Recapture Amount 1 Code Line 13 Code Box 1 2 A Enter Alpha Designator and/ or asterisk per instructions 79 Credits and Credit Recapture Amount 1 Amount 1 from Schedule K-1 Line 13 12 V Numeric only or literal "STMT" 80 Credits and Credit Recapture Amount 2 Code Line 13 Code Box 2 2 A Enter Alpha Designator and/ or asterisk per instructions 81 Credits and Credit Recapture Amount 2 Amount 2 from Schedule K-1 Line 13 12 V Numeric only or literal "STMT" 82 Credits and Credits Recapture Amount 3 Code Line 13 Code Box 3 2 A Enter Alpha Designator and/ or asterisk per instructions 83 Credits and Credits Recapture 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 A Enter Alpha Designator and/ or asterisk per instructions 85 Other Information Amount 1 Amount 1 from Schedule K-1 Line 14 12 V Numeric only or literal "STMT" 86 Other Information Amount 2 Code Line 14 Code Box 2 2 A Enter Alpha Designator and/ or asterisk per instructions 87 Other Information Amount 2 Amount 2 from Schedule K-1 Line 14 12 V Numeric only or literal "STMT" 88 Other Information Amount 3 Code Line 14 Code Box 3 2 A Enter Alpha Designator and/ or asterisk per instructions 89 Other Information Amount 3 Amount 3 from Schedule K-1 Line 14 12 V Numeric only or literal "STMT" 90 Other Information Amount 4 Code Line 14 Code Box 4 2 A Enter Alpha Designator and/ or asterisk per instructions 91 Other Information Amount 4 Amount 4 from Schedule K-1 Line 14 12 V Numeric only or literal "STMT" 92 Other Information Amount 5 Code Line 14 Code Box 5 2 A Enter Alpha Designator and/ or asterisk per instructions 93 Other Information Amount 5 Amount 5 from Schedule K-1 line 14 12 V Numeric only or literal "STMT" 94 Other Information Amount 6 Code Line 14 Code Box 6 2 A Enter Alpha Designator and/ or asterisk per instructions 95 Other Information Amount 6 Code Amount 6 from Schedule K-1 line 14 12 V Numeric only or literal "STMT" 96 Trailer Indicates end of data, must be "*EOD*" 5 V "*EOD*" V - Variable, N - Numerical, A - Alpha