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Level 2
posted Mar 31, 2025 2:57:40 PM

One MLP Schedule K-1 received - how many K-1 do I create

There is a value in Part ||| Box 1 and Box 2

The Turbo Tax hint indicates that 2 K-1 should be created manually.

There are no instructions on how to create the 2 different K-1's

I reviewed the works sheets and I see all boxes have been captured.

I would think that if more than 1 K-1 was required Turbo Tax would create them based on all boxed entered in the questionnaire.

 

Any thoughts?

0 2 499
2 Replies
Expert Alumni
Apr 1, 2025 7:43:53 AM

If your Schedule K-1 has amounts in both Box 1 and Box 2, you will need to add another K-1 to report Box 2 only. TurboTax doesn't do this for you, but you will see a form error when you run Final Review that a K-1 can't have an amount in more than one of Boxes 1, 2, or 3.

 

Enter all the information from Part I and Part II of the K-1 on both copies. Include all information from Part III on the first copy - except for the amount in Box 2. The second copy should have only the amount in Box 2 from Part III.

 

If, however, you received additional information with Schedule K-1 that provides the breakdown of the amounts in the other boxes, use this info to split the other box amounts between the K-1s. Otherwise, follow the instructions above.

Level 2
Apr 2, 2025 2:34:18 PM

thanks