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Level 1
posted Aug 29, 2020 1:48:08 PM

Form K-1 with values in both box 2 and box 3 [Screen shot included]

Hi everyone, Please see attached photo below the description

 

I received a K-1 from a real estate fund I am a member of, and wasn't quite sure how to split the amounts since TurboTax directs you to submit a different K-1 for each of the amounts in boxes 1 - 3. This is where I have amounts:

 

Do any of the amounts go in both the K-1s? (one for box 2 and one for box 3).

If not and every number appears once either on K1Boxb or K1Boxc, does it matter where it appears?

 

 

Thanks for any help!

0 3 605
1 Best answer
Not applicable
Aug 29, 2020 10:05:38 PM

you need 2 k-1 entries. the easiest way is to enter line 2 and every other line except for lines 19 and 20 on the first k-1 and then just line 3 on the other

 

tt doesn't use line 19 

20AG only apples to C corps. TT will tell you it's not provided for in the program so manually enter on the appropriate form - there is no form for individuals

 

by the way 20A looks like its double what it should be. it's supposed to be the amount of investment income but and only 1/2 this amount is showing up - line 5. I could be wrong though. 

 

3 Replies
Level 2
Aug 29, 2020 2:06:54 PM

Doesn't matter where the numbers appear as long as they only appear once.

Not applicable
Aug 29, 2020 10:05:38 PM

you need 2 k-1 entries. the easiest way is to enter line 2 and every other line except for lines 19 and 20 on the first k-1 and then just line 3 on the other

 

tt doesn't use line 19 

20AG only apples to C corps. TT will tell you it's not provided for in the program so manually enter on the appropriate form - there is no form for individuals

 

by the way 20A looks like its double what it should be. it's supposed to be the amount of investment income but and only 1/2 this amount is showing up - line 5. I could be wrong though. 

 

Level 1
Aug 30, 2020 8:54:29 AM

I think you're right and the accountant made an error on 20A. If I look at our original K1 box 5 equals box 20A. If I look at the individual K1s that we got (3 partners) box 5 is equal to half of box 20A. Not sure what the issue is but we'll follow up with the accountant. Thanks for pointing it out!