ThomasM125
Expert Alumni

Retirement tax questions

I can't find a reference that you are requesting, but if the K-1 form has a check mark in Part II, line I2, it is clearly marked as being held in a retirement account, and as such it would not be appropriate to enter it on your tax return.

 

[edited 4/27/21 at 5:00 PM EST]

@gyaqwe

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