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Printable Schedule D-1 (1041 Form) 2022-2023 Roseville California: What You Should Know

It includes any amount from a trust that you may not control if: • you are the beneficiary of the trust; (1) the trust is not part of your trade or business and the share of income, gain, or loss that you would have reported on Form 1040 (Form 1040), if the trust were part of your trade or business, does not total more than 10,000 (5,000 if married filing jointly) (or 25,000 if married filing separately) for the tax year; or • your share of income is more than 10,000 (5,000 if married filing jointly) (25,000 if married filing separately) for your tax year; • your share of gain or loss from the sale or other disposition of property is more than 10,000 (5,000 if married filing jointly) for your tax year; or • you are a spouse or surviving spouse of a deceased person who had been a beneficiary of a trust and the trust is not part of your trade or business and the share of income, gain, or loss that you would have reported if the trust were part of your trade or business, does not total more than 10,000 (5,000 if married filing jointly) (25,000 if married filing separately) for the tax year; or • you or any beneficiary of a trust dies and the estate does not have enough taxable income to pay tax on the trust with income from any sources. The 20,000 requirements in the 10,000 (5,000 if married filing jointly) (25,000 if married filing separately) maximum is for a parent who is (and is the spouse) the spouse/widower of a person who died while a beneficiary of the trust (and the same share limitation applies for all other surviving spouses where the share applicable to the spouse or beneficiary is at least twice the 20,000 (5,000 if married filing jointly) (25,000 if married filing separately)), in addition to the amount of the trust or estate reported from any sources. For more information on the Schedule K-1 and the 20,000 limitation, see Trusts & Estates — Schedule K-1, Other Than a Qualified Retirement Plan or a Reasonable Estimate of Your Maximum Distributions. • You may have to fill out and sign a return of information.

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