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Returning Member
posted Mar 31, 2021 7:39:26 AM

Can you help me complete my return - I have received a full K-1 2020 Form 1065, and JPM has given me several investment accounts, which I want to upload to Turbotax

I have submitted extensive Schedule E data for my  tenants in NYC.

Now I have received a Schedule K-!  Form 1065 as a partner to Bleecker Charles Co  LLC;   which I can send youi;  also have received several new account s from my bank, JPM Chase Private Client.

 

Barbosa [phone number removed]

0 4 518
4 Replies
Expert Alumni
Mar 31, 2021 7:49:52 AM

TurboTax can definitely help!  If you are using a TurboTax online version select the "Live Tax Advice" tab at the top right of your screen. 

 

If you are using a desktop version use this link to make a contact appointment.  

 

An expert will be able to view your TurboTax screen and help you make the correct entries.  The expert will also be able to assist you if want to have TurboTax complete your entire return for you.  

 

 

 

 

Returning Member
Mar 31, 2021 8:02:21 AM

I am a Chase Private Client,,  and have connected with  TutboTax in mid March by delivering Schedule E tenants in NYC ;  Recently, I have received a 2020 K-1  for Bleecker Charles Co. LLC  as a 6.4747...%  partner.

I have also received over the weekend several  new investments  accounts in my  Chase properties.

 

Joe Barbosa

Level 15
Mar 31, 2021 8:05:23 AM

@barbosa007 

 

You are posting to a PUBLIC internet forum NOT TT support ... please read the post above yours for information on how to get one on one personal assistance if you cannot understand how to enter the new forms you got in the mail. 

 

 

Expert Alumni
Mar 31, 2021 8:17:00 AM

Critter-3 is correct, this is a public forum.

 

In TurboTax Online, you will access K-1 partnership questions:

  • Down the left side, click on Federal.
  • Across the top of the screen, click on Wages & Income.
  • Scroll down to S-corps, Partnerships and Trusts.  Click Show more.
  • Click Start to the right of Schedule K-1.

The Chase accounts can likely be downloaded at

  • Down the left side, click on Federal.
  • Across the top of the screen, click on Wages & Income.
  • Scroll down to Investment Income.  Click Show more.
  • Click Start to the right of Stocks, mutual funds, bonds, other (1099-B).

Best wishes.