MaryK4
Expert Alumni

Business & farm

You do not have to report the K-1 information for a publicly traded partnership held in a tax exempt account UNLESS there is Unrelated Business Income.  This is a good (but technical) article on the UBI UBTI Reporting Requirements for Partnerships and S Corporations.  It is from 2015 so some of the form references are outdated, but the information has not changed.

 

@SRB25

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