| 1 |
Header |
Header Version Number |
2 |
V |
"T1" |
| 2 |
Developer Code |
4 digit code used to identify the Software Developer whose application produced the bar code. |
4 |
N |
|
| 3 |
Jurisdiction |
Designates federal tax returns, must be "US" |
2 |
A |
"US" |
| 4 |
Form Number |
Must be "1041K1" |
6 |
V |
"1041K1" |
| 5 |
Specification Version |
Identifies which version of specifications were used to create the bar code |
1 |
N |
"0" |
| 6 |
Software Version |
Begin with "0" and increment with each reversion |
2 |
N |
|
| 7 |
Tax Period Beginning |
Calendar Year followed by month and day beginning |
8 |
N (YYYYMMDD) |
|
| 8 |
Tax Period Ending |
Calendar Year followed by month and day ending |
8 |
N (YYYYMMDD) |
Example: Dec. 31, 2008 - 20081231, June 30, 2008 - 20080630 |
| 9 |
Estate or Trust's EIN |
Schedule K-1 Box A |
9 |
V |
Do Not include hyphens. 9 numeric digits or the literal "APPLD FOR" |
| 10 |
Estate or Trust's name |
Schedule K-1 Box B |
40 |
V |
Allowable special characters are hyphen (-), space, and ampersand (&) |
| 11 |
Fiduciary's Name |
Fiduciary's Name as it appears in Box C of Schedule K-1 |
40 |
V |
Allowable special characters are hyphen (-), space, percent (%), and ampersand (&) |
| 12 |
Fiduciary's Street Address |
Fiduciary's Address as it appears in Box C of Schedule K-1 |
35 |
V |
Allowable special characters are hyphen (-), space, and slash (/). |
| 13 |
Fiduciary's City |
City Name as t appears in Box C of Schedule K-1 |
22 |
A |
Allowable special characters are space (but not more than one consecutive space followed by characters) |
| 14 |
Fiduciary's State |
State as it appears in Box C of Schedule K-1 |
2 |
A |
Enter standard state code |
| 15 |
Fiduciary's Zip Code |
Zip Code as it appears in Box C of Schedule K-1 |
9 |
N |
Allow leading zeros |
| 16 |
Form 1041-T was filed |
Enter Date from Line D |
8 |
N |
Enter Date in MMDDYYY format |
| 17 |
Final Form 1041 for Estate or Trust |
Box E |
1 |
V |
Enter a "X" if box is checked, blank if not |
| 18 |
Benefiary's Identification Number |
Box F, Schedule K-1 |
9 |
V |
Do not include hyphens. 9 numeric digits or the literal "APPLD FOR" |
| 19 |
Benefiary's Name (Line 1) |
Benefiary's 1st name line as it appears in Box G, Schedule K-1 |
40 |
V |
Allowable special characters are space, hyphen (-), and ampersand (&) |
| 20 |
Beneficiary's Name (Line 2) |
Beneficiary's 2nd name line as it appears in Box G, Schedule K-1 |
40 |
V |
Allowable special characters are space, hyphen (-), percent (%), and ampersand (&) |
| 21 |
Beneficiary's Street Address |
Beneficiary's address as it appears in Box G, Schedule K-1 |
35 |
V |
Allowable special characters are hyphen (-), space, and slash (/) |
| 22 |
Beneficiary's City |
City name as it appears in Box G, Schedule K-1 |
22 |
A |
Allowable special characters are space (but not more than one consecutive space followed by characters) |
| 23 |
Beneficiary's State |
State as it appears in Box G, Schedule K-1 |
2 |
A |
|
| 24 |
Beneficiary's Zip Code |
Zip code as it appears in Box G, Schedule K-1 |
9 |
N |
Allow leading zeros |
| 25 |
Domestic or Foreign Beneficiary |
Question H |
1 |
V |
Indicate Beneficiary's entity type per instructions |
| 26 |
Final Check Box |
Final Check Box in Upper Right |
1 |
V |
Enter a "X" if the box is checked, blank if not |
| 27 |
Amended Check Box |
Amended Check Box in Upper Right |
1 |
V |
Enter a "X" if the box is checked, blank if not |
| 28 |
Interest Income Code |
Line 1 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 29 |
Interest Income |
Amount from Schedule K-1, Line 1 |
12 |
V |
Numeric only or literal "STMT" |
| 30 |
Ordinary Dividends Code |
Line 2a Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 31 |
Ordinary Dividends |
Amount from Schedule K-1, Line 2a |
12 |
V |
Numeric only or literal "STMT" |
| 32 |
Qualified Dividends Code |
Line 2b Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 33 |
Qualified Dividends |
Amount from Schedule K-1, Line 2b |
12 |
V |
Numeric only or literal "STMT" |
| 34 |
Net Short-Term Capital Gain Code |
Line 3 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 35 |
Net Short-Term Capital Gain |
Amount from Schedule K-1, Line 3 |
12 |
V |
Numeric only or literal "STMT" |
| 36 |
Net Long-Term Capital Gain |
Line 4a Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 37 |
Net Long-Term Capital Gain |
Amount from Schedule K-1, Line 4a |
12 |
V |
Numeric only or literal "STMT" |
| 38 |
28% Rate Gain |
Line 4b Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 39 |
28% Rate Gain |
Amount from Schedule K-1, Line 4b |
12 |
V |
Numeric only or literal "STMT" |
| 40 |
Unrecaptured Section 1250 Gain |
Line 4c Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 41 |
Unrecaptured Section 1250 Gain |
Amount from Schedule K-1, Line 4c |
12 |
V |
Numeric only or literal "STMT" |
| 42 |
Other Portfolio Income |
Line 5 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 43 |
Other Portfolio Income |
Amount from Schedule K-1, Line 5 |
12 |
V |
Numeric only or literal "STMT" |
| 44 |
Ordinary Business Income |
Line 6 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 45 |
Ordinary Business Income |
Amount from Schedule K-1, Line 6 |
12 |
V |
Numeric only or literal "STMT" |
| 46 |
Net Rental Real Estate Income |
Line 7 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 47 |
Net Rental Real Estate Income |
Amount from Schedule K-1, Line 7 |
12 |
V |
Numeric only or literal "STMT" |
| 48 |
Other Rental Income |
Line 8 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 49 |
Other Rental Income |
Amount from Schedule K-1, Line 8 |
12 |
V |
Numeric only or literal "STMT" |
| 50 |
Directly Apportioned Deductions Amount 1 Code |
Line 9 Code Box 1 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 51 |
Directly Apportioned Deductions Amount 1 |
Amount 1 from Schedule K-1, Line 9 |
12 |
V |
Numeric only or literal "STMT" |
| 52 |
Directly Apportioned Deductions Amount 2 Code |
Line 9 Box 2 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 53 |
Directly Apportioned Deductions Amount 2 |
Amount 2 from Schedule K-1, Line 9 |
12 |
V |
Numeric only or literal "STMT" |
| 54 |
Directly Apportioned Deductions Amount 3 Code |
Line 9 Code Box 3 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 55 |
Directly Apportioned Deductions Amount 3 |
Amount 3 from Schedule K-1, Line 9 |
12 |
V |
Numeric only or literal "STMT" |
| 56 |
Estate Tax Deduction |
Line 10 Code Box |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 57 |
Estate Tax Deduction |
Amount from Schedule K-1, Line 10 |
12 |
V |
Numeric only or literal "STMT" |
| 58 |
Final Year Deductions Amount 1 Code |
Line 11 Code Box 1 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 59 |
Final Year Deductions Amount 1 |
Amount 1 from Schedule K-1, Line 11 |
12 |
V |
Numeric only or literal "STMT" |
| 60 |
Final Year Deductions Amount 2 Code |
Line 11 Code Box 2 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 61 |
Final Year Deductions Amount 2 |
Amount 2 from Schedule K-1, Line 1112 |
12 |
V |
Numeric only or literal "STMT" |
| 62 |
Final Year Deductions Amount 3 Code |
Line 11 Code Box 3 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 63 |
Final Year Amount 3 |
Amount 3 from Schedule K-1, Line 11 |
12 |
V |
Numeric only or literal "STMT" |
| 64 |
Final Year Deductions Amount 4 Code |
Line 11 Code Box 4 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 65 |
Final Year Deductions Amount 4 |
Amount 4 from Schedule K-1, Line 11 |
12 |
V |
Numeric only or literal "STMT" |
| 66 |
Final Year Deductions Amount 5 Code |
Line 11 Code Box 5 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
|
67
|
Final Year Deductions Amount 5 |
Amount 5 from Schedule K-1, Line 11 |
12 |
V |
Numeric only or literal "STMT" |
| 68 |
Alternative Minimum Tax Adjustment 1 Code |
Line 12 Code Box 1 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 79 |
Alternative Minimum Tax Adjustment Amount 1 |
Amount 1 from Schedule K-1, Line 12 |
12 |
V |
Numeric only or literal "STMT" |
| 70 |
Alternative Minimum Tax Adjustment Amount 2 Code |
Line 12 Box Code 2 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 71 |
Alternative Minimum Tax Adjustment Amount 2 |
Amount 2 from Schedule K-1, Line 12 |
12 |
V |
Numeric only or literal "STMT" |
| 72 |
Alternative Minimum Tax Adjustment Amount 3 Code |
Line 12 Code Box 3 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 73 |
Alternative Minimum Tax Adjustment Amount 3 |
Amount 3 from Schedule K-1, Line 12 |
12 |
V |
Numeric only or literal "STMT" |
| 74 |
Alternative Minimum Tax Adjustment Amount 4 Code |
Line 12 Code Box 4 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 75 |
Alternative Minimum Tax Adjustment Amount 4 |
Amount 4 from Schedule K-1, Line 12 |
12 |
V |
Numeric only or literal "STMT" |
| 76 |
Alternative Minimum Tax Adjustment Amount 5 Code |
Line 12 Code Box 5 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 77 |
Alternative Minimum Tax Adjustment Amount 5 |
Amount 5 from Schedule K-1, Line 12 |
12 |
V |
Numeric only or literal "STMT" |
| 78 |
Credits Amount 1 Code |
Line 13 Code Box 1 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 79 |
Credits Amount 1 |
Amount 1 from Schedule K-1, Line 13 |
12 |
V |
Numeric only or literal "STMT" |
| 80 |
Credits Amount 2 Code |
Line 13 Code Box 2 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 81 |
Credits Amount 2 |
Amount 2 from Schedule K-1, Line 13 |
12 |
V |
Numeric only or literal "STMT" |
| 82 |
Credits Amount 3 Code |
Line 13 Code Box 3 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 83 |
Credits Amount 3 |
Amount 3 from Schedule K-1, Line 13 |
12 |
V |
Numeric only or literal "STMT" |
| 84 |
Other Information Amount 1 Code |
Line 14 Code Box 1 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 85 |
Other Information Amount 1 |
Amount 1 from Schedule K-1, Line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 86 |
Other Information Amount 2 Code |
Line 14 Code Box 2 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 87 |
Other Information Amount 2 |
Amount 2 from Schedule K-1, Line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 88 |
Other Information Amount 3 Code |
Line 14 Code Box 3 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 89 |
Other Information Amount 3 |
Amount 3 from Schedule K-1, Line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 90 |
Other Information Amount 4 Code |
Line 14 Code Box 4 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 91 |
Other Information Amount 4 |
Amount 4 from Schedule K-1, Line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 92 |
Other Information Amount 5 Code |
Line 14 Code Box 5 |
2 |
V |
Enter Alpha Designator and/or asterisk per instructions |
| 93 |
Other Information Amount 5 |
Amount 5 from Schedule K-1, Line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 94 |
Other Information Amount 5 Code |
Line 14 Code Box 6 |
2 |
V |
Enter Alpha Designator and/or asterik per instructions |
| 95 |
Other Information Amount 5 |
Amount 6 from Schedule K-1 line 14 |
12 |
V |
Numeric only or literal "STMT" |
| 96 |
Trailer |
Indicates end of data, must be "*EOD*" |
5 |
V |
"*EOD*" |
