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Level 1
posted Feb 16, 2023 5:51:23 AM

Why can't you supply an option for a 1099-PATR?

I received a !099-PATR for a Ranch loan I had. I still get the Patronage dividends even after I paid off the loan early. I sold the property but I still get t he dividends. Why can't I just submit the amount without going through fifty questions about the land. I no longer own it.  

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1 Best answer
Expert Alumni
Feb 16, 2023 7:56:38 AM

Yes, enter the form 1099-PATR as "Other reportable income."  

 

  1. "Less Common Income"
  2. "Miscellaneous Income"
  3. "Other Reportable Income"
  4. "Yes"
  5. Description 1099PATR Sold Property
  6. Amount
  7. Continue

 

This will put the income on line 8z, Schedule 1 with a description to reconcile the form 1099PATR you received.  That will carry to line 8 on your 1040.

3 Replies
Expert Alumni
Feb 16, 2023 6:49:48 AM

If the dividends in box 1 of your 1099-PATR came from property purchased for personal use (or capital assets or depreciable property used in your business), you don't have to enter your 1099-PATR. Keep it with your tax records, though.

Level 1
Feb 16, 2023 7:17:29 AM

Maybe I misspoke. I receive a taxable Patronage check. I sold the property but I still receive a check even though I have sold the property and payed off the loan. I will still receive these each year until the original 30 year loan has played out. As it is now, Turbo Tax makes me go through my ownership of the land and expenses I had. There is no option to just input the amount I received. I don’t think it is right to have to say I own the land to input this amount. Is there another option?

Expert Alumni
Feb 16, 2023 7:56:38 AM

Yes, enter the form 1099-PATR as "Other reportable income."  

 

  1. "Less Common Income"
  2. "Miscellaneous Income"
  3. "Other Reportable Income"
  4. "Yes"
  5. Description 1099PATR Sold Property
  6. Amount
  7. Continue

 

This will put the income on line 8z, Schedule 1 with a description to reconcile the form 1099PATR you received.  That will carry to line 8 on your 1040.