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Level 2
posted Mar 27, 2020 10:46:03 AM

How calculate amount for Box 20, Code Z * STMT of K-1 1065?

I have several questions. Code Z has amount "STMT". Then there's another page with SECTION 199A Information which has the following:

RENT - EXPENSES RELATED TO RENTAL REAL ESTATE
  RENTAL INCOME (LOSS) <First amount>
PASSTHROUGH - <company 2>
  RENTAL INCOME <Second amount>
  W-2 WAGES <Third amount>
  UNADJUSTED BASIS OF ASSETS <Fourth amount>

I say <Company 2> because the name there is different from the partnership (Company 1) mentioned in Part I, B of the form 1065.

So when I go and enter the info in TurboTax online, I'm checking "The income comes from another business" and then it asks a bunch of questions I don't know how to answer:

* There's no EIN of business for <Company 2>. Should I leave it blank?
* Is "UBIA of qualified property" the <Fourth amount>?
* I don't know much about the other business so how I can answer the "uncommon adjustments" questions like "This business received qualified cooperative payments on Form 1099-PATR" ?
* I don't know if that business received income from specified services (e.g. Health, Accounting). What should I answer here?

I don't know if I should receive another statement or check with <Company 2> or <Company 1>. Any help would be appreciated. Thanks!

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1 Best answer
Expert Alumni
Apr 1, 2020 8:08:15 AM

I think the best course is to check with Company 1 since they are the issuer of the K-1 and should be able to give you information about Company 2.  It might be that Company 2 is just Company 1 doing business under another name.

 

If you are unable to get any information about Company 2, just mark the option that the income comes from the company issuing the K-1.

1 Replies
Expert Alumni
Apr 1, 2020 8:08:15 AM

I think the best course is to check with Company 1 since they are the issuer of the K-1 and should be able to give you information about Company 2.  It might be that Company 2 is just Company 1 doing business under another name.

 

If you are unable to get any information about Company 2, just mark the option that the income comes from the company issuing the K-1.