Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 3, 2019 4:25:24 PM

I just received the K-1 forms showing losses from an S corp for 2015 & 2016. Since I am a passive investor and cannot offset other incomes. Do I need to amend taxes?

I invested $4,500 in an S Corp and became a passive investor. I just received the K-1 forms showing losses for 2015 and 2016. Since I am a passive investor and cannot offset other non-passive incomes with losses from S corp. Do I need to file an amended taxes for 2015 and 2016, as there would be no change to the tax amounts? 

In addition, the S corp was dissolved in 2017, can I just take $4,500 loss against other non-passive incomes in 2017? Thank you.

0 3 491
1 Best answer
Level 2
Jun 3, 2019 4:25:26 PM

Yes, you will want to amend your prior year returns to report these losses, even though you will not currently be able to deduct them. 

This is because when you sell your asset, you will be able to take the losses at that time. 

3 Replies
Level 2
Jun 3, 2019 4:25:26 PM

Yes, you will want to amend your prior year returns to report these losses, even though you will not currently be able to deduct them. 

This is because when you sell your asset, you will be able to take the losses at that time. 

New Member
Jun 3, 2019 4:25:27 PM

Thank you. Since the S corp was dissolved with no value in 2017. Does it mean that my shares were automatically sold for $0 proceeds? And I can take $4,500 loss in 2017?

Level 2
Jun 3, 2019 4:25:29 PM

Yes, it should free up the loss in 2017- you may only get to take $3,000 this year, depending on your other investment income or losses, but any extra will carry over to future years.