1041 Margin Interest

[ShawnCA]

Ordinary/Qualified Dividends 7000; STCG 38000; LTCG 43000.

Margin Interest - 4000

All income assigned to and distributed to beneficiary.

Form 4952 - How to get the margin interest to flow through to the beneficiary's K-1?

[sjrcpa]

The K-1 income-dividends- should be passed through on the K-1 net of the proportionate share of investment interest. It is not a separately stated item for fiduciary returns.

[ShawnCA]

Thanks.  I forgot I could just put the interest directly on the 1041

[sjrcpa]

You're welcome.