Fill it in. Watch what moves.

Taxable interest from 1099-INTs, bonds, and interest passed through from another estate or trust.

1099-DIV box 1a, plus ordinary dividends reported on another entity’s K-1.

The portion of line 2a that is qualified — 1099-DIV box 1b.

Net profit or loss from a business the fiduciary operates — attach the business schedule.

Net gain from sales of securities and property, carried over from Schedule D.

Net rental and royalty income, plus pass-through income from partnerships and other fiduciaries.

Net farm profit or loss.

Gains from business property and recapture, from Form 4797.

Income that fits none of the lines above. Attach a statement describing it.

Mortgage interest on estate property, investment interest, business interest.

State and local income and real estate taxes attributable to the entity.

Fees paid to the executor or trustee for administering the estate or trust.

Income paid or permanently set aside for charity, computed on Schedule A.

Professional fees for administering the estate or trust and preparing its return.

Administration costs that would not have been incurred by an individual — appraisal fees, court costs, fiduciary accounting.

A net operating loss carried forward from an earlier year.

Your Schedule B result — the income that was distributed or required to be distributed.

Estate tax paid on income in respect of a decedent that is included in this year’s income.

The §199A deduction, if the estate or trust has qualified business income.

Paid during the year with Form 1041-ES.

Any payment sent with the extension request.

Backup withholding and withholding on distributions to foreign beneficiaries.

Underpayment penalty, if the entity did not pay enough during the year.

The part of any overpayment to apply forward.