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- Click ‘Get Form’ to open the CT-1041 K-1 in the editor.
- Begin by filling out the Trust or Estate Information section. Enter the name of the trust or estate, Federal Employer ID Number (FEIN), and details of the fiduciary including name, title, and address.
- Next, complete the Beneficiary Information section. Input the beneficiary's name, Social Security Number (SSN) or FEIN, and their address. Be sure to check the appropriate box for their residency status.
- In Part I, enter any Connecticut fiduciary adjustments from Schedule CT-1041B. For Part II, transfer entries for Connecticut-sourced income from federal Schedule K-1.
- Complete Parts III and IV as necessary by transferring relevant amounts from your calculations to ensure accurate reporting of credits.
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