H&R Block K-1 Worksheet Mapping
- Information About the Partnership
- Information About the Partner
- Income Boxes 1 - 3
- Income Boxes 4 - 9b
- Income Boxes 9c - 11
- Income Boxes 11 - 12, Deductions Box 13
- Deductions Box 13, Self Employment, Credits
- Alternative Minimum Tax Box 17
- Box 18, Tax-Exempt Income, Box 19 Distributions
- Box 20, Other Information
- Statement A
- Statement C
Notes:
Items in bold are proposed and subject to change at this time.
FDX schema does not support tax preparer pre-import edit use case. As such, items not known to the partnership are noted as DETERMINED AT PARTNER LEVEL.
Both FDX schema and H&R Block do not support import of multiple passive activities per K-1 at this time. Use multiple K-1 worksheets, if applicable.
1. Information About the Partnership
1
This K-1 Worksheet is for: Yourself
DETERMINED AT PARTNER LEVEL
2
This K-1 Worksheet is for: Your spouse
DETERMINED AT PARTNER LEVEL
3
Partnership employer id number
Tax1065K1 .issuer .tin
4
Partnership name
Tax1065K1 .issuer .businessName .name1
5
Type of entity: Partnership
COMPUTED
6
Check if foreign partnership
Tax1065K1 .supplemental .foreignPartnership
7
Check if publicly traded partnership
Tax1065K1 .publiclyTraded
8
Check if disregarded entity
Tax1065K1 .disregardedEntity
9
TIN
Tax1065K1 .disregardedEntityTin
10
Name
Tax1065K1 .disregardedEntityName
2. Information About the Partner
1
General partner
Tax1065K1 .generalPartner
2
Limited partner
Tax1065K1 .limitedPartner
3
Check if entire investment at risk
DETERMINED AT PARTNER LEVEL
4
Check if reporting other loss or expenses
DETERMINED AT PARTNER LEVEL
3. Income Boxes 1 - 3
1
Ordinary business income (loss)
Tax1065K1 .ordinaryIncome
2
Check if non-passive
DETERMINED AT PARTNER LEVEL
3
Check if passive
DETERMINED AT PARTNER LEVEL
4
Carryforward loss
DETERMINED AT PARTNER LEVEL
5
Carryforward loss AMT
DETERMINED AT PARTNER LEVEL
6
Check if total disposition
DETERMINED AT PARTNER LEVEL
7
Gain or loss on disposition
DETERMINED AT PARTNER LEVEL
8
Gain or loss on disposition AMT
DETERMINED AT PARTNER LEVEL
9
Net rental real estate income (loss)
Tax1065K1 .netRentalRealEstateIncome
10
Check if passive
DETERMINED AT PARTNER LEVEL
11
Check if active real estate
DETERMINED AT PARTNER LEVEL
12
Check if other real estate
DETERMINED AT PARTNER LEVEL
13
Land
DETERMINED AT PARTNER LEVEL
14
Self-rental
DETERMINED AT PARTNER LEVEL
15
Carryforward loss
DETERMINED AT PARTNER LEVEL
16
Carryforward loss AMT
DETERMINED AT PARTNER LEVEL
17
Check if total disposition
DETERMINED AT PARTNER LEVEL
18
Gain or loss on disposition
DETERMINED AT PARTNER LEVEL
19
Gain or loss on disposition AMT
DETERMINED AT PARTNER LEVEL
20
Other net rental income (loss)
Tax1065K1 .otherRentalIncome
21
Carryforward loss
DETERMINED AT PARTNER LEVEL
22
Carryforward loss AMT
DETERMINED AT PARTNER LEVEL
23
Check if total disposition
DETERMINED AT PARTNER LEVEL
24
Gain or loss on disposition
DETERMINED AT PARTNER LEVEL
25
Gain or loss on disposition AMT
DETERMINED AT PARTNER LEVEL
4. Income Boxes 4 - 9b
1
Guaranteed payments for services
Tax1065K1 .guaranteedPaymentServices
2
Guaranteed payments of capital
Tax1065K1 .guaranteedPaymentCapital
3
Total guaranteed payments
Tax1065K1 .guaranteedPayment
4
Activity type
DETERMINED AT PARTNER LEVEL
5
Interest income
Tax1065K1 .interestIncome
6
Portion of interest income from US Treasury obligations
Tax1065K1 .supplemental .interestIncome .usTreasuryInterest
7
Ordinary dividends
Tax1065K1 .ordinaryDividends
8
Portion of dividend income from US Treasury obligations
Tax1065K1 .supplemental .interestIncome .usTreasuryDividends
9
Qualified dividends
Tax1065K1 .qualifiedDividends
10
Dividend equivalents
Tax1065K1 .dividendEquivalents
11
Royalties
Tax1065K1 .royalties
12
Copy number of Rentals & Royalities Worksheet
DETERMINED AT PARTNER LEVEL
13
Net short-term capital gain (loss)
Tax1065K1 .netShortTermGain
14
Net long-term capital gain (loss)
Tax1065K1 .netLongTermGain
15
Collectibles (28%) gain (loss)
Tax1065K1 .collectiblesGain
5. Income Boxes 9c - 11
1
Unrecaptured section 1250 gain
Tax1065K1 .unrecaptured1250Gain
2
Unrecaptured section 1250 gain
DETERMINED AT PARTNER LEVEL
3
Unrecaptured section 1250 gain
DETERMINED AT PARTNER LEVEL
4
Net section 1231 gain (loss)
Tax1065K1 .net1231Gain
5
Net section 1231 gain (loss)
DETERMINED AT PARTNER LEVEL
6
Net section 1231 gain (loss)
DETERMINED AT PARTNER LEVEL
7
Other income (loss) - Code
Tax1065K1 .otherIncome-1 .code
8
Other income (loss) - Amount
Tax1065K1 .otherIncome-1 .amount
9
Real Estate Mortgage Investment Conduit (REMIC) taxable income (loss) included in box 11, code A
Tax1065K1 .supplemental .otherIncome .remicTaxableIncome
10
Real Estate Mortgage Investment Conduit (REMIC) excess inclusion included in box 11, code A
Tax1065K1 .supplemental .otherIncome .remicExcessInclusion
11
Real Estate Mortgage Investment Conduit (REMIC) section 212 expenses included in box 11, code A
Tax1065K1 .supplemental .otherIncome .remicSection212
6. Income Boxes 11 - 12, Deductions Box 13
1
Recoveries of tax benefit items
Tax1065K1 .supplemental .otherIncome .recoveries
2
Activity type
DETERMINED AT PARTNER LEVEL
3
Gambling winnings
Tax1065K1 .supplemental .otherIncome .gamblingWinnings
4
Activity type
DETERMINED AT PARTNER LEVEL
5
Gambling losses
Tax1065K1 .supplemental .otherIncome .gamblingLosses
6
Activity type
DETERMINED AT PARTNER LEVEL
7
Section 751(b) receivables, inventory
Tax1065K1 .supplemental .otherIncome .section751b
8
Activity type
DETERMINED AT PARTNER LEVEL
9
Specially allocated ordinary gain (loss)
Tax1065K1 .supplemental .otherIncome .speciallyAllocatedOrdinary
10
Activity type
DETERMINED AT PARTNER LEVEL
11
Net short-term capital gain (loss)
Tax1065K1 .supplemental .otherIncome .speciallyAllocatedShortTerm
12
Activity type
DETERMINED AT PARTNER LEVEL
13
Net long-term capital gain (loss)
Tax1065K1 .supplemental .otherIncome .speciallyAllocatedLongTerm
14
Activity type
DETERMINED AT PARTNER LEVEL
15
28% rate
Tax1065K1 .supplemental .otherIncome .speciallyAllocated28Percent
16
Activity type
DETERMINED AT PARTNER LEVEL
17
Section 179 deduction
Tax1065K1 .section179Deduction
18
Section 179 deduction
DETERMINED AT PARTNER LEVEL
19
Section 179 deduction
DETERMINED AT PARTNER LEVEL
20
Other deductions - Code
Tax1065K1 .otherDeductions-1 .code
21
Other deductions - Amount
Tax1065K1 .otherDeductions-1 .amount
7. Deductions Box 13, Self Employment, Credits
1
Other taxes included in other deductions
Tax1065K1 .supplemental .otherDeductions .taxes
2
Other miscellaneous deductions
Tax1065K1 .supplemental .otherDeductions .miscellaneous
3
Payments to traditional IRA
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
4
Payments to Roth IRA
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
5
Payments to profit-sharing plan
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
6
Payments to money purchase plan
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
7
Payments to defined benefit plan
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
8
Payments to SEP plan
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
9
Payments to SIMPLE plan
Tax1065K1 .supplemental .otherDeductions .retirementPlanPayments-1 .amount
10
Check if partnership gave you Form 8283, Noncash Charitable Contributions
DETERMINED AT PARTNER LEVEL
11
Self-employment earnings (loss) - Code
Tax1065K1 .selfEmployment-1 .code
12
Self-employment earnings (loss) - Amount
Tax1065K1 .selfEmployment-1 .amount
13
If Box 14, code A, enter 1 if non-farm, 2 if farm
Tax1065K1 .supplemental .farmActivity
14
Credits - Code
Tax1065K1 .credits-1 .code
15
Credits - Amount
Tax1065K1 .credits-1 .amount
8. Alternative Minimum Tax Box 17
1
Schedule K-3 is attached
Tax1065K1 .scheduleK3
2
Alternative minimum tax (AMT) items - Code
Tax1065K1 .amtItems-1 .code
3
Alternative minimum tax (AMT) items - Amount
Tax1065K1 .amtItems-1 .amount
4
Accelerated depreciation - leased personal property
Tax1065K1 .supplemental .alternativeMinimumTax .leasedPropertyDepreciation
5
Accelerated depreciation - real property
Tax1065K1 .supplemental .alternativeMinimumTax .realPropertyDepreciation
6
Oil and gas - gross income
Tax1065K1 .supplemental .alternativeMinimumTax .oilAndGas .grossIncome
7
Oil and gas - deductions
Tax1065K1 .supplemental .alternativeMinimumTax .oilAndGas .deductions
8
Oil and gas - excess intangible drilling costs (IDC)
Tax1065K1 .supplemental .alternativeMinimumTax .oilAndGas .excessIdc
9
Oil and gas - excess depletion
Tax1065K1 .supplemental .alternativeMinimumTax .oilAndGas .excessDepletion
10
Geothermal - gross income
Tax1065K1 .supplemental .alternativeMinimumTax .geothermal .grossIncome
11
Geothermal - deductions
Tax1065K1 .supplemental .alternativeMinimumTax .geothermal .deductions
12
Geothermal - excess intangible drilling costs (IDC)
Tax1065K1 .supplemental .alternativeMinimumTax .geothermal .excessDepletion
9. Box 18, Tax-Exempt Income, Box 19 Distributions
1
Tax-exempt income and nondeductible expenses - Code
Tax1065K1 .taxExemptIncome-1 .code
2
Tax-exempt income and nondeductible expenses - Amount
Tax1065K1 .taxExemptIncome-1 .amount
3
Distributions - Code
Tax1065K1 .distributions-1 .code
4
Distributions - Amount
Tax1065K1 .distributions-1 .amount
10. Box 20, Other Information
1
Tax-exempt - State
Tax1065K1 .supplemental .interestIncome .stateTaxExemptInterestAmounts-1 .amount
2
Private activity bond interest
Tax1065K1 .supplemental .interestIncome .privateActivityBond
3
Other information - Code
Tax1065K1 .otherInfo-1 .code
4
Other information - Amount
Tax1065K1 .otherInfo-1 .amount
5
Other information has code V or Z
COMPUTED
6
Include Statement A information in Qualified Business Income (QBI) calculation
DETERMINED AT PARTNER LEVEL
7
Include Statement C information in Qualified Business Income (QBI) calculation
DETERMINED AT PARTNER LEVEL
8
Statement A or C has information in more than one column
DETERMINED AT PARTNER LEVEL
9
Statement A or C shows any businesses as aggregated?
DETERMINED AT PARTNER LEVEL
11. Statement A
1
Business name
Tax1065K1 .statementA-1 .businessDescription
2
Specified business
Tax1065K1 .statementA-1 .specifiedServiceBusiness
3
Ordinary income (loss)
Tax1065K1 .statementA-1 .ordinaryIncome
4
Rental income (loss)
Tax1065K1 .statementA-1 .rentalIncome
5
Royalty income (loss)
Tax1065K1 .statementA-1 .royaltyIncome
6
Section 1231 gain (loss)
Tax1065K1 .statementA-1 .section1231Gain
7
Other income (loss)
Tax1065K1 .statementA-1 .otherIncome
8
Section 179 deduction
Tax1065K1 .statementA-1 .section179Deduction
9
Other deductions
Tax1065K1 .statementA-1 .otherDeductions
10
Section 199A wages paid
Tax1065K1 .statementA-1 .section199AWages
11
UBIA of qualified property
Tax1065K1 .statementA-1 .qualifiedPropertyUbia
12
Section 199A dividends
Tax1065K1 .statementA-1 .section199ADividends
13
Disallowed QBI losses
COMPUTED
14
Section 199A net income
COMPUTED
15
Self-employed health insurance deduction allocable to QBI
Tax1065K1 .statementA-1 .selfEmployedHealthInsurance
16
Self-employed retirement deduction allocable to QBI
Tax1065K1 .statementA-1 .selfEmployedRetirement
12. Statement C
1
Business name
Tax1065K1 .statementC-1 .businessDescription
2
Specified business
Tax1065K1 .statementC-1 .specifiedServiceBusiness
3
Ordinary income (loss)
Tax1065K1 .statementC-1 .ordinaryIncome
4
Rental income (loss)
Tax1065K1 .statementC-1 .rentalIncome
5
Royalty income (loss)
Tax1065K1 .statementC-1 .royaltyIncome
6
Section 1231 gain (loss)
Tax1065K1 .statementC-1 .section1231Gain
7
Other income (loss)
Tax1065K1 .statementC-1 .otherIncome
8
Section 179 deduction
Tax1065K1 .statementC-1 .section179Deduction
9
Other deductions
Tax1065K1 .statementC-1 .otherDeductions
10
Section 199A wages paid
Tax1065K1 .statementC-1 .section199AWages
11
Section 199A dividends
Tax1065K1 .statementC-1 .section199ADividends
12
Section 199A net income
COMPUTED
13
Self-employed health insurance deduction allocable to QBI
Tax1065K1 .statementC-1 .selfEmployedHealthInsurance
14
Self-employed retirement deduction allocable to QBI
Tax1065K1 .statementC-1 .selfEmployedRetirement
15
Foreign taxes paid
Tax1065K1 .foreignTaxPaid
16
More than one activity for at risk purposes
Tax1065K1 .multipleAtRiskActivities
17
More than one activity for at passive activity purposes
Tax1065K1 .multiplePassiveActivities