SCHEDULE K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etcetera 2009

Summary: This is an example of Schedule K-1 (Form 1041) 2009. The following items are completed.

Part I: Information About the Estate or Trust
A. Estate's or trust's employer identification number field contains 10–0123456
B. Estate's or trust's name field contains Estate of John R. Smith
C. Fiduciary's name, address, city, state and ZIP code field contains Charles R. Smith, Executor, 6406 Mayflower Street, Juneville, ME 00000
- Part II: Information About the Beneficiary
- F. Beneficiary's identifying number field contains 123-00-6789
- G. Beneficiary's name, address, city, state, and ZIP code field contains James Smith, 6407 Mayflower Street, Juneville, ME 00000
- H. Checkbox Domestic beneficiary checkbox checked
- Part III: Beneficiary's Share of Current Year Income, Deductions, Credits, and Other Items
- 1. Interest income field contains 300
- 2a. Ordinary dividends field contains 100
- 2b. Qualified dividends field contains 100
- 5. Other portfolio and nonbusiness income field contains 1,600

Part I: Information About the Estate or Trust