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Returning Member
posted Apr 3, 2023 8:23:29 AM

K1 - not all distributed in same year.....

I have a K1 from last year (2021) - I was an equity holder and my company was sold.  The basis was zero, and I paid tax on my whole capital gain in Box 9a.  I received a distribution in Box 19 of about 80% of my gain.   

 

The remaining 20% was paid in 2022.   I already paid for the gain last year, right?  So the 20% is just "income?"

 

The K1 for 2022 is delayed and I'm trying to file an accurate return with an Extension. 

0 2 375
2 Replies
Level 15
Apr 3, 2023 9:07:04 AM

partnership distributions are tax-free as long as you have a tax basis. they reduce it. but once tax basis is reduced to zero any additional are taxed generally  as long-term capital gains

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so if you had zero tax basis at the start of the year; contributed nothing; had net income of say $100; and received cash of $80; you would have a tax basis at the end of the year of $20. so if no income/loss in 2022 and you receive $20 it's tax-free 

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was the k-1 marked final in 2021 then you won't get one for 2022

Returning Member
Apr 3, 2023 9:26:33 AM

It was not marked Final