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Where to enter excess deductions (Box 11A) from a final trust K-1 in another trust return

AnotherTaxGuy
Level 2

I have a trust return that is final. There are excess deductions included in Box 11A of the K-1.

The beneficiary is another trust.

I did an export of the K-1 from the the final trust into the beneficiary trust. The information in box 11A didn't flow anywhere.

Honestly, I didn't expect it to, but I am not sure where to enter the information.

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Accepted Solutions
TaxGirl3
Level 5

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

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2 Comments 2
TaxGirl3
Level 5

Excess deductions are now separately listed based on type of excess deduction.   Just manually input where they belong (so excess fiduciary fees get input as fiduciary fees).

AnotherTaxGuy
Level 2

Thanks, this was my original thought, glad to have some confirmation.