1041-US: Form 1041, Page 1, line 2b(1) does not display 100 percent of qualified dividends to a beneficiary (FAQ)

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.


Why is Form 1041, Page 1, line 2b(1) not displaying 100 percent of the qualified dividends as allocated to a beneficiary?


For most returns, the calculation is based on a proportion of the income distributed on Form 1041, Page 2, Schedule B (line 11 / line 7). The following scenarios provide reasons why the allocation would be different.

Related topic: 1041-US: Beneficiary distribution calculations FAQs

Share This