turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

 
This feature is pending. Thanks for your patience.
Didn't get the answer you wanted? Would you like to view more questions that might be relevant?
1 Best answer

Accepted Solutions

I did not get a Schedule E from one of the Investment companies, How do I file my taxes


@DoninGA wrote:

@tagteam Do you have any advise for this user for their problem?


This is a Delaware Statutory Trust and they do not issue K-1s nor, typically,1099s. Instead, some sort of statement of operating income and expenses is issued.

 

Since the property has been subject to foreclosure, the matter is complex and a tax professional and/or legal counsel should be consulted.

 

See https://www.avvo.com/foreclosure-lawyer.html

 

See also https://taxexperts.naea.org/listing/service/individual-tax-preparation

View solution in original post

4 Replies

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

A Schedule E is not sent by a financial institution. 

Schedule E is completed by the taxpayer and is used to report Rental or Royalty income that you received during the tax year.  It is included with and part of your federal tax return Form 1040.

 

What type of investment income did you receive?  Investment sale of a financial product, stock, bonds, mutual funds, currency?  Royalty or Rental Income?

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

It was rental income from investment in student housing , i invested in NB Taylor Bend DST,

owned and managed by Nelson  Partners., and received Rental income statements on Schedule E for several years,

which I copied on my  Tax return. The Bank foreclosed on the property and Nelson has not sent me any tax documents for 2021, in spite of repeated requests , so i do not know which form to use to file the return on my loss.

Donin , Thank you for your response. 

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

This issue may be better suited by using a tax professional instead of DIY tax software.

 

@tagteam Do you have any advise for this user for their problem?

I did not get a Schedule E from one of the Investment companies, How do I file my taxes


@DoninGA wrote:

@tagteam Do you have any advise for this user for their problem?


This is a Delaware Statutory Trust and they do not issue K-1s nor, typically,1099s. Instead, some sort of statement of operating income and expenses is issued.

 

Since the property has been subject to foreclosure, the matter is complex and a tax professional and/or legal counsel should be consulted.

 

See https://www.avvo.com/foreclosure-lawyer.html

 

See also https://taxexperts.naea.org/listing/service/individual-tax-preparation

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v