Autoflow
Forms
&
Fields
Extracted
Beneficiary ID
Import
Default
Beneficiary Name
Default
Beneficiary Address
Default
Beneficiary City, State, Zip Code
Default
Form in Tax - IRS K-1 1041
And Field Names in Tax
Beneficiary's identifying number
Beneficiary's name, address, city, state and ZIP
code
Beneficiary's name, address, city, state and ZIP
code
Beneficiary's name, address, city, state and ZIP
code
Estate EIN
Estate Name
Yes
Yes
Estate's or trust's employer identification number
Estate's or trusts name
41
42
Fiduciary's Name
Yes
Fiduciary's name, address, city, state and ZIP code
43
Fiduciary's Address
Yes
Fiduciary's name, address, city, state and ZIP code
44
Fiduciary's City
Yes
Fiduciary's name, address, city, state and ZIP code
45
Fiduciary's State
Yes
Fiduciary's name, address, city, state and ZIP code
46
Fiduciary's Zip Code
Form 1041-T Filed
Form 1041-T Date
Yes
Yes
Yes
Fiduciary's name, address, city, state and ZIP code
Check if Form 1041-T was filed
Enter the date it was filed
47
50
51
Final Form 1041 for estate or trust
Domestic Beneficiary
Foreign Beneficiary
Interest Income
Ordinary Dividends
Qualified Dividends
Net Short Term Capital Gain or Loss
Net Long Term Capital Gain or Loss
28% rate gain
Unrecaptured Section 1250 Gain
Other Portfolio and nonbusiness income
Ordinary Business Income
Net Rental Real Estate Income
Other Rental Income
Estate Tax Deduction
Directly apportioned deductions
Final year deductions
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Alternative minimum tax adjustment
Yes
Credits and credit recapture
Other information
Final K-1
Yes
Yes
Yes
Check if this is the Final 1041 for the estate or trust
52
Domestic Beneficiary
57
Foreign Beneficiary
58
Interest Income
66
Ordinary Dividends
68
Qualified Dividends
70
Net Short Term Capital Gains
72
Net Long Term Capital Gains
74
28% rate gain
76
Unrecaptured Section 1250 Gain
77
Other Portfolio income and nonbusiness income
78
Ordinary Business Income
80
Net Rental Real Estate Income
82
Other Rental Income
84
Estate Tax Deduction
92
Directly apportioned deductions - (A,B,C)
86, 88, 90
93, 95, 97
Final year deductions - (A, B, C)
100, 102, 103,
104, 106, 107,
Alternative minimum tax items - (A, B, C, D, E, F, 108, 110, 111,
G, H. I, J)
112
114, 116, 120,
125, 126, 127,
128, 131, 132,
133, 134, 135,
Credits and credit recapture - (A, B, D, F, G, H, I,
136, 137, 138,
K, L, M, N, O, P, Q, R, S, T)
139, 140
Other information - (D, E, F)
169, 171, 173
X if 100% disp
34
Name
Field Number
in Tax
53
54
55
56
Partnership's EIN
Name
Import
Yes
Partnership Name
Yes
Partnership Address
Yes
Partnership City
Yes
Partnership State
Yes
Partnership Zip
Yes
X If Publicly Traded Partnership
Partner's Identifying Number
Yes
Default
Partner's Name
Default
Partner's Address
Default
Partner's City, State, Zip
Type of Partner (General)
Type of Partner (Limited)
Partner Entity Type (Domestic)
Partner Entity Type (Foreign)
What type of Entity is partner?
Partner's Profit % (Beginning)
Partner's Profit % (Ending)
Partner's Loss % (Beginning)
Partner's Loss % (Ending)
Partner's Capital % (Beginning)
Partner's Capital % (Ending)
Default
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Partner's share of Liabilities (Nonrecourse)
Partner's share of Liabilities (Qualified NonRec.)
Yes
Partner's share of Liabilities (Recourse)
Yes
Beginning Capital Account
Yes
Capital Contributed
Yes
Current Year Increase
Yes
Withdrawals & Distributions
Yes
Ending Capital Account
Tax Basis
GAAP
Section 704(b)
Other
Explain
Ordinary Business Income or Loss
Other Net Rental Real Estate Inc. or Loss
Other Net Rental Income or Loss
Guaranteed Payments
Interest Income
Ordinary Dividends
Qualified Dividends
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Form in Tax - IRS K-1 1065
And Field Names in Tax
A - Partnership's employer identification number
B - Partnership Name, address, city, state and ZIP
code
B - Partnership Name, address, city, state and ZIP
code
B - Partnership Name, address, city, state and ZIP
code
B - Partnership Name, address, city, state and ZIP
code
B - Partnership Name, address, city, state and ZIP
code
D - Check If this is a publicly traded partnership
(PTP)
E - Partner's Identifying Number
F - Partner's name, address, city, state and ZIP
code
F - Partner's name, address, city, state and ZIP
code
F - Partner's name, address, city, state and ZIP
code
G - General partner or LLC member-manager
G - Limited partner or other LLC member
H - Domestic partner
H- Foreign partner
I - What type of Entity is partner?
J - Partner's share of Profit % (Beginning)
J - Partner's share of Profit % (Ending)
J - Partner's share of Loss % (Beginning)
J - Partner's share of Loss % (Ending)
J - Partner's share of Capital % (Beginning)
J - Partner's share of Capital % (Ending)
K - Partner's share of Liabilities at year end
(Nonrecourse)
K - Partner's share of Liabilities at year end
(Qualified Nonrecourse financing)
K - Partner's share of Liabilities at year end
(Recourse)
L - Partner's capital account analysis: Beginning
Capital Account
L - Partner's capital account analysis: Capital
Contributed during the year
L - Partner's capital account analysis: Current Year
Increase (decrease)
L - Partner's capital account analysis: Withdrawals
& Distributions
L - Partner's capital account analysis: Ending
Capital Account
L - Tax Basis
L - GAAP
L - Section 704(b) book
L - Other
L- Explain
1 - Ordinary Business Income (loss)
2 - Net Rental Real Estate Income (loss)
3 - Other Net Rental Income (loss)
4 - Guaranteed Payments
5 - Interest Income
6a - Ordinary Dividends
6b - Qualified Dividends
Field Number
in Tax
43
44
45
46
47
48
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
87
89
91
93
95
97
99
Name
Royalties
Net Short Term Capital Gain or Loss
Net Long Term Capital Gain or Loss
Collectible (28%) Gain or Loss
Unrecaptured Section 1250 Gain
Net Section 1231 Gain or Loss
Other income (loss)
Other deductions
Self-employment earnings (loss)
Form in Tax - IRS K-1 1065
And Field Names in Tax
Import
Yes 7 - Royalties
Yes 8 - Net Short Term Capital Gain (loss)
Yes 9a - Net Long Term Capital Gain (loss)
Yes 9b - Collectibles (28%) Gain (loss)
Yes 9c - Unrecaptured Section 1250 Gain
Yes 10 - Net Section 1231 Gain (loss)
Yes 11 - Other income (loss) - (A, C, F)
Yes
Yes
Yes
155, 156, 157, 160,
163, 164, 165, 166,
15 - Credits - (A/B, C/D, E, F, G, H, I, J, K, L, M, N, 167, 168, 169, 170,
P)
171, 175
16 - Foreign transactions - (B, D/E/F, I/J/K, L, M,
180, 181, 190, 192,
N)
193
17 - Alternative min tax (AMT) items - (A, B, C)
195, 197, 199
18 - Tax-exempt income and nondeductible
233, 234
expenses - (B, C)
Yes
Yes
235, 237, 239, 244,
245, 258, 262, 263
36
Credits
Yes
Foreign transactions
Alternative min tax (AMT) items
Tax-exempt income and nondeductible
expenses
Yes
Yes
Other information
Final K-1
13 - Other deductions - (A, H, J, V, W)
14 - Self-employment earnings (loss) - (B)
Field Number
in Tax
101
103
105
107
108
109
111, 113, 118
125, 126, 130, 150,
153
154
20 - Other information - (A, B, D, F, G, I, O, P)
X if 100% disp
Corporation's Name
Yes
Corporation's Address
Yes
Corporation's City
Yes
Corporation's State
Yes
Corporation's Zip Code
Yes
Shareholder's percentage of stock ownership
Ordinary Business Income or Loss
Net Rental Estate Inc or Loss
Other Net Rental Income or Loss
Interest Income
Ordinary Dividends
Qualified Dividends
Royalties
Net Short Term Capital Gain or Loss
Net Long Term Capital Gain or Loss
Collectible (28%) Gain or Loss
Unrecaptured Section 1250 Gain
Net Section 1231 Gain or Loss
Other income (loss)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Form in Tax - IRS K-1 1120S
And Field Names in Tax
Shareholder's identifying number
Shareholder's name, address, city, state and ZIP
code
Shareholder's name, address, city, state and ZIP
code
Shareholder's name, address, city, state and ZIP
code
Corporation's employee identification number
Corporation's name, address, city, state and ZIP
code
Corporation's name, address, city, state and ZIP
code
Corporation's name, address, city, state and ZIP
code
Corporation's name, address, city, state and ZIP
code
Corporation's name, address, city, state and ZIP
code
Shareholder's percentage of stock ownership for
tax year
Ordinary Business Income (loss)
Net Rental Estate Inc (loss)
Other Net Rental Income (loss)
Interest Income
Ordinary Dividends
Qualified Dividends
Royalties
Net Short Term Capital Gain (loss)
Net Long Term Capital Gain (loss)
Collectible (28%) Gain (loss)
Unrecaptured Section 1250 Gain
Net Section 1231 Gain (loss)
Other income (loss) - A, C, E
Other deductions
Yes
Other deductions - (A, H, J, R, S)
Credits
Yes
Credits - ( A/B, C/D, E, F, G, H, I, J, K, L, M, N, P)
Foreign transactions
Alternative minimum tax (AMT) items
Items affecting shareholder basis
Yes
Yes
Yes
Foreign transactions - (B, D/E/F, I/J/K, L, M, N)
Alternative minimum tax (AMT) items - (A, B, C)
Items affecting shareholder basis - (B, C)
Other Information
Final K-1
Yes
Yes
Other Information - (A, B, C, E, F, H, M, N, T)
X if 100% disposition
Shareholder's ID
Name
Import
Default
Shareholder's Name
Default
Shareholder's Address
Default
Shareholder's City, State, Zip Code
Corporation's EIN
Default
Yes
Field Number
in Tax
51
52
53
54
42
43
44
45
46
47
55
62
64
66
68
70
72
74
76
78
80
81
82
84, 86, 89
100, 101. 105,
125, 128
129, 130, 131,
134, 137, 138,
139, 140, 141,
142, 143, 144,
149
154, 155, 156,
157, 158, 159
170, 172, 174
206, 207
208, 210, 212,
217, 218, 231,
235, 236, 263
36
Name
Payer's federal identification
Payer's name
Payer's address
Payer's city
Payer's state
Payer's zip
Payer's telephone number
Payer's RTN
Account number
Recipient's identification number
Recipient's name
Recipient's street address
Recipient's city
Recipient's state
Recipient's zip
1099-INT
1 Interest income
2 Early withdrawal penalty
3 Interest on US savings bonds and obligations
4 Federal income tax withheld
5 Investment expenses
6 Foreign tax paid
7 Foreign country or US possession
8 Tax exempt interest
9 Specified private activity bond interest
13 State
15 State tax withheld
1099-OID
1 Original issue discount
4 Federal income tax withheld
6 Original issue discount on U.S. treasury ob.
7 Investment expenses
1099-DIV
1a Total ordinary dividends
1b Qualified dividends
2a Total capital gains distr
2b Unrecap. Sec 1250 gain
2c Section 1202 gain
2d Collectibles (28%) gain
3 Nondividend distributions
4 Federal income tax withheld
5 Investment expenses
6 Foreign tax paid
7 Foreign country or US possession
10 Exempt-interest dividends
11 Specified private activity bond interest dividends
14 State income tax withheld
1099-MISC
3 Other income
4 Federal income tax withheld
Import
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Form in Tax - CN-1, CN-2, CN-3
And Field Names in Tax
Federal ID
Payer's - Name
Payer's - Street Address
Payer's - City
Payer's - State
Payer's - ZIP code
Payer's - Phone Number
Payer's RTN
Account number
Recipient's - ID number
Recipient's - Name
Recipient's - Street Address
Recipient's - City
Recipient's - State
Recipient's - ZIP code
Fields below appear in Interest Income section of CN-1 Sheet 1
Ordinary Interest
Early Withdrawal Penalty
U.S. Bonds and Obligations
Federal withholding
Investment expenses
Foreign Taxes paid or Accrued - U.S. Amount
Foreign Taxes paid or Accrued - Name of Foreign Country Imposing Tax
Tax-Exempt Interest
Private Activity Bonds
State
State Withholding
Fields below appear in Interest Income section of CN-1 Sheet 2
Ordinary Interest
Federal withholding
U.S. Bonds and Obligations
Investment expenses
Fields below appear in Dividend Income section of CN-2
Box 1a Total Ordinary Dividends
Box 1b Qualified Dividends
Box 2a Total Capital Gain Distribution
Box 2b Unrecap Sec 1250 Gain
Box 2c Section 1202 Gain
Box 2d Collectibles (28%) Gain
Box 3 Nondividend Distribution
Box 4 Federal Withholding
Box 5 Investment Expenses
Foreign Taxes paid or Accrued - U.S. Amount
Foreign Taxes paid or Accrued - Name of Foreign Country Imposing Tax
1099-DIV - Box 10 Tax Exempt Dividends
1099-DIV - Box 11 Private Activity Bond Dividends
State Withholding
Fields below appear in Miscellaneous Income section of CN-3
Other income
Federal Income Tax Withheld
Field Number
in Tax
47
30
31
32
33
34
35
46
45
62
55
56
57
58
59
71
84
72
82
83
107
102
80
81
40
95
71
82
72
83
31
32
34
40
41
42
43
44
45
67
62
46
47
48
40
42
Name
Import
Form in Tax - Form D-1
And Field Names in Tax
Description
Yes
Description
Shares
Yes
Description
1099-B code
Yes
1099-B Code
Date acquired
Yes
Date Acquired
Date sold
Yes
Date Sold
Sales price
Yes
Gross Sales Price
Cost or other basis
Yes
Cost or Other Basis
Form 8949 Code - Code 1 Yes
Form 8949 Code (See Guide)
Adjustment - Override
Adjustment - Override
Yes
Field Number
in Tax
30, 39, 48, 57, 66,
75, 84, 93
30, 39, 48, 57, 66,
75, 84, 93
35, 44, 53, 62, 71,
80, 89, 98
102, 110, 118, 126,
134, 142, 150, 158
103, 111, 119, 127,
135, 143, 151, 159
104, 112, 120, 128,
136, 144, 152, 160
105, 113, 121, 129,
137, 145, 153, 161
176, 183, 190, 197,
204, 211, 218, 225
175, 182, 189, 196,
203, 210, 217, 224