)
or https:// means you've safely connected to the .gov website. Share sensitive information only on official, secure websites.
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