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Level 3
posted Apr 16, 2023 9:12:14 AM

I bought a stock and sold it about a week later. It was a PTP and I got a K-1 form and also a FORM 1065. TurboTax asked if I disposed of a PORTION of my interest in partnership during 2022.

I bought a stock which happened to be a PTP and about a week later I sold out fully. 

 

In I got a K-1 form and a FORM 1065.

 

TurboTax asked me if I had a K-1 and I said YES, and I am at this screen...

 

The fourth checkbox says "I disposed of a PORTION of my interest in partnership during 2022". I didn't dispose of a PORTION, I disposed of the WHOLE THING. So do I put a check in that box or not?

 

Also do I put a check in the box that says "The partnership ended in 2022". The PTP stock is still existing and trading but I sold out in 2022 fully.

 

Also I found this thread from 2019 (https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/i-disposed-of-a-k-1-partnership-and-received-a-1099-b-turbotax-is-asking-about-this-1099b-and-the-k/00/378118#M15203 ) where they are telling people to not even report the K-1 maybe due to a TurboTax bug, is that fixed? Should I even report the K-1? The purchase and sale of this stock is reported in in my brokerage 1099-B which is already in TurboTax.

 

Thanks

 

 

 

 

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1 Best answer
Level 15
Apr 16, 2023 9:18:05 AM

check the partnership ended in 2022 - bad wording. then on the next screen you'll see a question about complete disposal.  there should be a supplemental sales schedule with the k-1 which you will need to use yo compute the proper gain and ordinary income recapture if any.

 

2 Replies
Level 15
Apr 16, 2023 9:18:05 AM

check the partnership ended in 2022 - bad wording. then on the next screen you'll see a question about complete disposal.  there should be a supplemental sales schedule with the k-1 which you will need to use yo compute the proper gain and ordinary income recapture if any.

 

Level 3
Apr 16, 2023 9:51:09 AM

Thank you so much, that answers my question. I immediately got to a new page with a new question though, I would really appreciate it if you could take a look because I don't know how else I'm going to find out the answer.

 

https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/bought-a-ptp-stock-and-got-a-k-1-and-form-1065-i-bought-and-sold-at-different-prices/00/3036416