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Level 2
posted Mar 3, 2021 11:24:12 AM

Schedule K-1

I received a Final K-1. It is a passive partnership with investments in real-estate. Turbo tax asks how it was disposed. The partnership funds just finished with all real estate in the fund having been sold. The form does not specify the  type of disposition. what do I use? 

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5 Replies
Expert Alumni
Mar 3, 2021 2:30:17 PM

In this case,  the partnership ended, disposition was not via a sale, and the "sale date" (next screen) can be 12/31/2020 or the exact date the partnership terminated (if you know).

 

See the attached screenshots for how this looks in the K-1 interview.

 

Level 2
Mar 5, 2021 9:36:15 AM

Why wouldn't it be classified as a "Complete Disposition"? If this box is checked you get a far different deduction.

Expert Alumni
Mar 8, 2021 5:56:49 PM

Either way, you should be reporting the distribution(s) you received from the liquidation of your interest in the partnership.

 

A complete disposition would only be the sale of your interest whereas the liquidation of the partnership would be the disposition of all interests of the partnership.

Level 2
Mar 12, 2021 8:02:28 AM

So is it then classified as a "Disposition was not via a sale" in the TurboTax question screen?

Expert Alumni
Mar 15, 2021 2:13:23 PM

Yes. If you sold your share of the business to create your final k-1, then it was a sale. If the whole business was sold, then all got a k-1 from a sale. Otherwise,  business ended in a disposition.