1041-US: General footnotes (FAQ)

Alerts and notices

Question

What types of input are available for adding additional information to the return?

Answer

The following statements are available to add additional notes to the return. The information you enter is included in the electronic file. 

  • Screen 1041, General footnote: Entries print with the return
  • Screen 1041, Schedule K-1/Grantor Report General footnote: Entries print with every beneficiary Schedule K-1 or Grantor/Agency Report
  • Beneficiary module, Beneficiary tab, Additional Information: Entries print for the specific beneficiary only
  • Beneficiary module, Partial Grantor button, Additional Information: Entries print with the Grantor/Agency Report that is reporting the partial grantor beneficiary share of income
  • Beneficiary module, Federal tab, Qualified Subchapter S Trust Additional Information: Entries print with the Grantor/Agency Report that is reporting the S Corporation amounts to the beneficiary

Related topic: 1041 frequently asked questions