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Level 2
posted Apr 16, 2019 9:28:40 AM

MLP K-1 1065 Box 11 Reporting

Does anyone have suggestion on how to find an MLP K-1 Expert?  Be nice to  find one online that charges per hour.  But it has to be a true expert and fully understands all the box and subcodes and which losses I can suspend into the future.

 

My MLPs for this year have been the worse ever to figure out.

 

Box 11H Subpart F Income other than Section Sections 951A and 965 Inclusions -Where does this amount go?  TT does not put it anywhere.

 

Now it gets really tricky:

 

I am totally confused by the amount in Box 11I and hopefully someone can explain it to me.  I just bought this particular MLP OZM at the end of 2018 and owned it for less than 2 months and I own less than 20K of this MLP, yet there is over $6,000 in other income reported on Box 11I other income.  And all I see looking at my brokerage account is around $250 in dividends from this MLP.  If I owe taxes on over $6,000 in other income when I only received $250 from this MLP this has to be the worse MLP ever!

 

Box 11I Other Income (Loss)  is broken down into and where I think they go:

 

Net Ordinary Income from .........                           Schedule E part II

 

Total Ordinary Trade or Business Divividends      1040 Ordinary Div.

Trade or Business Capital Gains (Losses)

    Net Short- term Capital Gain (Loss)                  Schedule D           

    Net Short Term Capital Gain (Loss) - Reclassified from Net Long-Term Capital Gains (Loss)                 

    Net Long-Term Capital Gain (Loss)                  Schedule D

 

Both Net Short-term Capital Gain (Loss) and Net Short Term Capital Gain (Loss) - Reclassified from Net Long-Term Capital Gains (Loss)   are large amounts and I only owned this MLP for 1.5 months in 2018.

 

 

0 6 5385
6 Replies
Level 15
Apr 16, 2019 1:44:03 PM

Alumni
Apr 19, 2019 10:13:59 AM

I tested out a Schedule K-1 (1065) box 11 H entry (used $10,000 for extreme) and indeed TurboTax makes no use of the entry. Its entry results in no change in any relevant Schedule (E page 1 or 2, QBI pages, or the base Form 1040 or equivalent). Historically, for example with almost all of the Box 20 entries until QBI came along with TCAJ for TY2018, TurboTax made no use of almost all entries in Box 20. So it seems that they have made the same judgment call.

Level 15
Apr 19, 2019 10:25:15 AM

 

Level 3
Apr 19, 2021 9:23:24 AM

Hello,

Any updates on how to enter values from K-1 form 1065 related to Box 11, ITEM H: Subpart F Income Other Than 951A  and how to handle this in turbotax?

Thank you,

 

Level 15
Apr 19, 2021 10:23:49 AM

Level 3
Apr 19, 2021 10:45:31 AM

Thank you for your response.

I have one K-1 1065 form with this line in Supplemental Schedule :

Box 11, ITEM H: Subpart F Income Other Than 951A : $4

 

So I guess I will just enter these 4$ in the K-1 worksheet for box 11 with code H during the Turbotax interview...