For 2017 will the Deluxe CD handle limited partnership investment income through a stock brokerage?

rjb — Thu, 06 Jun 2019 14:57:21 GMT

My wife and I are retired. We have a very small stock brokerage investment that includes just a few shares in a listed limited partnership. But the tax forms seem very complicated and I'm wondering if the 2017 Deluxe CD will handle it.

Yes. Since you indicate the investment is in a limited p...

DianeW — Thu, 06 Jun 2019 14:57:22 GMT

Yes. Since you indicate the investment is in a limited partnership the reporting document may be on a Form 1065 K1; or based on the structure it's possible it will come on Form 1099-INT or 1099-DIV. Any one of these documents, if the earnings are interest, dividends or even capital gains or sale you can use TurboTax Deluxe CD.

Tax Forms TurboTax CD or Download Click this link to view the available forms.

topic For 2017 will the Deluxe CD handle limited partnership investment income through a stock brokerage? in Investors & landlords

For 2017 will the Deluxe CD handle limited partnership investment income through a stock brokerage?

Yes. Since you indicate the investment is in a limited p...