现在把昨天收到的K-1 指点总结发给JellyBean和大家一起收益,如果大家也有类似的情况的话。

来源: 2018-03-22 09:47:47 [旧帖] [给我悄悄话] 本文已被阅读:

再次万分感谢昨天好心人的指点!

如果收到了K-1(1065)的话, 最主要就是看Box I2。你若是因为在退休账户里的持股收到了这张表格,那Box I2 上面应该有一个CheckMark,那么TurboTax就有了下面的指示表明你不需要在个人税表上申报这张K-1: Because this K-1 is held by your retirement plan, you do not need to report any information about this K-1 on your personal tax return/ It's sheltered from tax because it's part of your retirement account. We'll remove this K-1 now and then ask if you have any other k-1's to enter.  恭喜你, 不用报任何东西。

以此类推,你若是收到了K-1 from S-Corp (1120S) or K-1 from Estate or Trust (1041), 同样查看表上是否点明了这是你的retirement plan。不是就要报,是退休账户,就把它恶狠狠地撕碎扔进历史的垃圾堆哈哈。就这么简单