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J
Jim S2
Level 1
February 15, 2021
Question

How do I show death of a Partner and transfer of ownership to his spouse in 1065 rteurn?

  • February 15, 2021
  • 1 reply
  • 13 views

40% partner passed in 4/20 and his ownership interest passed to his spouse.

How do I reflect that and add his spouse as new partner in Form 1065 in ProSeries? 

This topic has been closed for replies.

1 reply

Accountant-Man
Accountant-Man
Level 13
February 15, 2021

First, enter new Partner's name, address and SSN(or EIN) on "Schedule K-1 Worksheet."

Next, go to other k-1 worksheet page for changes, "Additional Special Allocations and Weighted Average Worksheet." Enter the date of death for the decedent and enter the new partner's ownership(40% with that date also.

I am not going into any capital changes for step ups in this thread.

** I am "Elevating with Intention!"
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