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Level 3
posted Jan 31, 2025 5:17:39 PM

Schedule L

This year we extended our lease with our tenant and they paid an additional  amount to the Security Deposit. We are not going to include it in our income, just like the original Security Deposit, it is a Current Liability.  

 

The updated amount is now listed on Line 20 in Schedule L since I added that to the worksheet. I also needed to update the amount in Row A of the Partners’ Liabilities Smart Worksheet box and put a 0 in Line D (recourse). 

 

I included a statement on Line 20; to address these changes. Is there anything else I need to do? 

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1 Best answer
Expert Alumni
Feb 2, 2025 8:09:10 AM

No. As long as the Other Liability is documented for the partners, you have nothing else to add.

6 Replies
Expert Alumni
Feb 2, 2025 8:09:10 AM

No. As long as the Other Liability is documented for the partners, you have nothing else to add.

Level 3
Feb 2, 2025 9:35:33 AM

Thank you

Level 3
Feb 2, 2025 4:55:04 PM

Our Tenant (commercial) sent us a 1099-MISC form. We recently extended their lease for 5 years and they paid an additional amount to add to the security deposit. We carry the security deposit on our books as a liability. They included the additional security deposit on the 1099-MISC. Do I need them to update that or is it okay that our income won’t match what they put on the 1099-MISC.

 

Thanks for your time and attention.

Expert Alumni
Feb 4, 2025 7:53:10 AM

Please clarify: Are you cash or accrual basis of accounting?

Level 3
Feb 4, 2025 7:57:08 AM

Cash

Expert Alumni
Feb 4, 2025 3:11:20 PM

You can enter the Form 1099-MISC as rent income and then add an expense called "Security Deposits" or something similar to cancel out the income.