Schedule K-1, Form 1041 (FINAL)

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