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Level 3
posted Apr 5, 2022 3:05:41 PM

Proper filing of Schedule K-1 with multiple sources of income (Box 1 and 2)

Hello, I have a Schedule K-1 that has income in boxes 1 and 2. I have read a few other posts that stated to create one K-1 that includes all values, EXCEPT box 2. Then create a second K-1 with only box 2 as the only inputted value. I have done this. My concern with this is the proper filing of Box 20Z (199A income) for both K-1's.

 

My box 1 is -437; box 2 is -90. Box 20Z is -527. In the first K-1, under the "We need some information about your 199A income", I inputted -437 for "Ordinary business income (loss)" and -90 for "Rental income (loss)". I did not input a Box 20Z value on the second K-1.

 

Is this correct, or should I split box 20Z's value to the respectively K-1?

0 2 1182
1 Best answer
Expert Alumni
Apr 5, 2022 3:29:12 PM

This is absolutely correct!  The reason we advise not to split the information is simply to avoid mathematical errors or duplication of entry of information. 

2 Replies
Expert Alumni
Apr 5, 2022 3:29:12 PM

This is absolutely correct!  The reason we advise not to split the information is simply to avoid mathematical errors or duplication of entry of information. 

Level 3
Apr 5, 2022 3:33:52 PM

@AliciaP1 Thank you much!