661117 
                                                                                           Final K-1                 Amended K-1 OMB No. 1545-0092 
Schedule K-1                                                             Part III                    Beneficiary’s Share of Current Year Income,  
(Form 1041)                                                       2024                               Deductions, Credits, and Other Items 
Department of the Treasury           For calendar year 2024, or tax year 1                 Interest income                 11    Final year deductions
Internal Revenue Service 
     beginning              / /       ending                      / /    2a                Ordinary dividends

Beneficiary’s Share of Income, Deductions,                               2b                Qualified dividends
Credits, etc.                         See back of form and instructions. 
Part I  Information About the Estate or Trust                            3                 Net short-term capital gain
A    Estate’s or trust’s employer identification number 
                                                                         4a                Net long-term capital gain

B    Estate’s or trust’s name                                            4b                28% rate gain                   12    Alternative minimum tax adjustment

                                                                         4c                Unrecaptured section 1250 gain

                                                                         5                 Other portfolio and 
C    Fiduciary’s name, address, city, state, and ZIP code                                  nonbusiness income

                                                                         6                 Ordinary business income

                                                                         7                 Net rental real estate income
                                                                                                                           13    Credits and credit recapture
                                                                         8                 Other rental income

                                                                         9                 Directly apportioned deductions
D    Check if Form 1041-T was filed and enter the date it was filed 

                                                                                                                           14    Other information
E    Check if this is the final Form 1041 for the estate or trust 

Part II Information About the Beneficiary                                10                Estate tax deduction
F    Beneficiary’s identifying number

G    Beneficiary’s name, address, city, state, and ZIP code

                                                                         * See attached statement for additional information. 
                                                                         Note: A statement must be attached showing the 
                                                                         beneficiary’s share of income and directly apportioned 
                                                                         deductions from each business, rental real estate, and 
                                                                         other rental activity. 

H    Domestic beneficiary            Foreign beneficiary                  For IRS Use Only 
For Paperwork Reduction Act Notice, see the Instructions for Form 1041. www.irs.gov/Form1041               Cat. No. 11380D       Schedule K-1 (Form 1041) 2024

Schedule K-1 (Form 1041) 2024                                                                                                                                Page 2 
This list identifies the codes used on Schedule K-1 for beneficiaries and provides summarized reporting information for 
beneficiaries who file Form 1040 or 1040-SR. For detailed reporting and filing information, see the Instructions for Schedule 
K-1 (Form 1041) for a Beneficiary Filing Form 1040 or 1040-SR and the instructions for your income tax return. 

                                             Report on 
1.   Interest income                         Form 1040 or 1040-SR, line 2b            13. Credits and credit recapture 
2a. Ordinary dividends                       Form 1040 or 1040-SR, line 3b            Code                                        Report on 
2b. Qualified dividends                      Form 1040 or 1040-SR, line 3a            A Credit for estimated taxes                Form 1040 or 1040-SR, line 26
3.   Net short-term capital gain             Schedule D, line 5                       B Credit for backup withholding             Form 1040 or 1040-SR, line 25c
4a. Net long-term capital gain               Schedule D, line 12                      C Low-income housing credit 
4b. 28% rate gain                            28% Rate Gain Worksheet, line 4          D Advanced manufacturing production 
                                             (Schedule D instructions)                  credit 
4c. Unrecaptured section 1250 gain           Unrecaptured Section 1250 Gain           E Clean electricity production credit
                                             Worksheet, line 11 (Schedule D           F Work opportunity credit 
                                             instructions)
                                                                                      G Credit for small employer health 
5.   Other portfolio and nonbusiness         Schedule E, line 33, column (f)            insurance premiums
income                                                                                H Biofuel producer credit 
6.   Ordinary business income                Schedule E, line 33, column (d) or (f)   ICredit for increasing research  activities 
7.   Net rental real estate income           Schedule E, line 33, column (d) or (f)   J Renewable electricity production 
8.   Other rental income                     Schedule E, line 33, column (d) or (f)     credit 
9.   Directly apportioned deductions                                                  K Empowerment zone employment credit 
     Code                                                                             L Clean fuel production credit 
     A Depreciation                          Form 8582; or Schedule E, line           M Orphan drug credit                        See the beneficiary’s instructions 
                                             33, column (c) or (e)                    N Credit for employer-provided childcare 
     B Depletion                             Form 8582; or Schedule E, line             facilities and services
                                             33, column (c) or (e)                    O Biodiesel and renewable diesel fuels 
     C Amortization                          Form 8582; or Schedule E, line             credit 
                                             33, column (c) or (e)                    P Credit to holders of tax credit bonds 
10. Estate tax deduction                     Schedule A, line 16                      Q Credit for employer differential wage 
11. Final year deductions                                                               payments 
     A Excess deductions – Section 67(e)     Schedule 1 (Form 1040), line 24k         R Recapture of credits 
        expenses                             (also see the beneficiary’s              S Credit for production from advanced 
                                             instructions)                              nuclear power facilities 
     B Excess deductions – Non-miscellaneous See the beneficiary’s instructions       T Zero-emission nuclear power production 
     itemized deductions                                                                credit
     C Short-term capital loss carryover     Schedule D, line 5                       ZZ Other credits 
     D Long-term capital loss carryover      wksht. for Sch. D, line 18; and  line 16 14. Other information                       }
                                             Schedule D, line 12; line 5 of the  
                                             of the wksht. for Sch. D,  line 19       A Tax-exempt interest                       Form 1040 or 1040-SR, line 2a 
     E Net operating loss carryover —        Schedule 1 (Form 1040), line 8a          B Foreign taxes                             Schedule 3 (Form 1040), line 1; or 
     regular tax                                                                                                                  Schedule A, line 6 
     F Net operating loss carryover —        Form 6251, line 2f                       C Qualified rehabilitation expenditures     See the beneficiary’s instructions
     minimum tax                                                                      D Basis of energy property                  See the beneficiary’s instructions
12. Alternative minimum tax (AMT) items                                               E Net investment income                     Form 4952, line 4a 
     A Adjustment for minimum tax purposes   Form 6251, line 2j                       F Gross farm and fishing income             Schedule E, line 42 
     B AMT adjustment attributable to                                                 G Foreign trading gross receipts            See the Instructions for  
        qualified dividends                                                             (Section 942(a))                          Form 8873 
     C AMT adjustment attributable to                                                 H Adjustment for section 1411 net           Form 8960, line 7 (also see the 
        net short-term capital gain                                                     investment income or deductions           beneficiary’s instructions)
     D AMT adjustment attributable to                                                 I Section 199A information
        net long-term capital gain                                                    J Qualifying advanced coal project 
                                                                                        property and qualifying gasification 
     E AMT adjustment attributable to        See the beneficiary’s                      project property 
        unrecaptured section 1250 gain       instructions and the 
     F AMT adjustment attributable to        Instructions for Form 6251               K Qualifying advanced energy project        See the beneficiary’s instructions 
     28% rate gain                                                                      property 
     G Accelerated depreciation                                                       L Advanced manufacturing investment 
     H Depletion                                                                        property
      I Amortization                                                                  M Clean electricity investment credit
     J Exclusion items                   } 2025 Form 8801                             ZZ Other information                    }
                                                                                      Note: If you are a beneficiary who does not file a Form 1040 or 1040-SR, 
                                                                                      see instructions for the type of income tax return you are filing.