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Individual Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Single and Joint Filers With No Dependents
Employee's Withholding Allowance Certificate

 

Request for Transcript of Tax Returns
Employer's Quarterly Federal Tax Return
Installment Agreement Request
Wage and Tax Statement

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Rules Governing Practice before IRS

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, 2016- 20161231, June 30, 2016 - 20160630
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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