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vipasari2021
New Member

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

 
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tagteam
Level 15

I did not get a Schedule E from one of the Investment companies, How do I file my taxes


@DoninGA wrote:

@tagteam Do you have any advise for this user for their problem?


This is a Delaware Statutory Trust and they do not issue K-1s nor, typically,1099s. Instead, some sort of statement of operating income and expenses is issued.

 

Since the property has been subject to foreclosure, the matter is complex and a tax professional and/or legal counsel should be consulted.

 

See https://www.avvo.com/foreclosure-lawyer.html

 

See also https://taxexperts.naea.org/listing/service/individual-tax-preparation

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4 Replies
DoninGA
Level 15

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

A Schedule E is not sent by a financial institution. 

Schedule E is completed by the taxpayer and is used to report Rental or Royalty income that you received during the tax year.  It is included with and part of your federal tax return Form 1040.

 

What type of investment income did you receive?  Investment sale of a financial product, stock, bonds, mutual funds, currency?  Royalty or Rental Income?

vipasari2021
New Member

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

It was rental income from investment in student housing , i invested in NB Taylor Bend DST,

owned and managed by Nelson  Partners., and received Rental income statements on Schedule E for several years,

which I copied on my  Tax return. The Bank foreclosed on the property and Nelson has not sent me any tax documents for 2021, in spite of repeated requests , so i do not know which form to use to file the return on my loss.

Donin , Thank you for your response. 

DoninGA
Level 15

I did not get a Schedule E from one of the Investment companies, How do I file my taxes

This issue may be better suited by using a tax professional instead of DIY tax software.

 

@tagteam Do you have any advise for this user for their problem?

tagteam
Level 15

I did not get a Schedule E from one of the Investment companies, How do I file my taxes


@DoninGA wrote:

@tagteam Do you have any advise for this user for their problem?


This is a Delaware Statutory Trust and they do not issue K-1s nor, typically,1099s. Instead, some sort of statement of operating income and expenses is issued.

 

Since the property has been subject to foreclosure, the matter is complex and a tax professional and/or legal counsel should be consulted.

 

See https://www.avvo.com/foreclosure-lawyer.html

 

See also https://taxexperts.naea.org/listing/service/individual-tax-preparation

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