Pass-Through Tax Intelligence

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Streamline pass-through entity tax reporting. Extract partner or shareholder allocations, ordinary income, capital gains, deductions, and distributions from K-1 forms. Automate tax preparation for partnerships, S-corps, and trusts with structured K-1 data.

schedule-k1-2024.pdf

Viewer

JSON

form_type

1065 - Partnership

tax_year

2024

partnership

name: Tech Ventures Partners LP, ein: 12-3456789, address: 500 Investment Way, San Francisco, CA 94105

partner

name: John M. Investor, ssn: ***-**-4567, address: 123 Wealth Ave, Palo Alto, CA 94301, partner_type: Limited Partner, domestic_foreign: Domestic

ownership

profit_sharing_beginning: 5.5, profit_sharing_ending: 5.5, loss_sharing_beginning: 5.5, loss_sharing_ending: 5.5, capital_beginning: 5.5, capital_ending: 5.5

income_deductions

ordinary_business_income: 45000, net_rental_real_estate: 12000, other_net_rental_income: 0, guaranteed_payments: 0, interest_income: 2500, dividends: {"ordinary":3200,"qualified":2800}, royalties: 0, net_short_term_capital_gain: 5000, net_long_term_capital_gain: 28000, section_1231_gain: 0, other_income: 1500

deductions

section_179_deduction: 0, charitable_contributions: 2000, section_59e2_expenditures: 0

credits

low_income_housing: 0, rehabilitation: 0, other_credits: 0

distributions

cash_distributions: 25000, property_distributions: 0

capital_account

beginning_capital: 150000, capital_contributed: 0, current_year_increase: 72200, withdrawals_distributions: -25000, ending_capital: 197200

{ "form_type": "1065 - Partnership", "tax_year": "2024", "partnership": { "name": "Tech Ventures Partners LP", "ein": "12-3456789", "address": "500 Investment Way, San Francisco, CA 94105"}, "partner": { "name": "John M. Investor", "ssn": "***-**-4567", "address": "123 Wealth Ave, Palo Alto, CA 94301", "partner_type": "Limited Partner", "domestic_foreign": "Domestic"}, "ownership": { "profit_sharing_beginning": 5.5, "profit_sharing_ending": 5.5, "loss_sharing_beginning": 5.5, "loss_sharing_ending": 5.5, "capital_beginning": 5.5, "capital_ending": 5.5 }, "income_deductions": { "ordinary_business_income": 45000, "net_rental_real_estate": 12000, "other_net_rental_income": 0, "guaranteed_payments": 0, "interest_income": 2500, "dividends": { "ordinary": 3200, "qualified": 2800 }, "royalties": 0, "net_short_term_capital_gain": 5000, "net_long_term_capital_gain": 28000, "section_1231_gain": 0, "other_income": 1500 }, "deductions": { "section_179_deduction": 0, "charitable_contributions": 2000, "section_59e2_expenditures": 0 }, "credits": { "low_income_housing": 0, "rehabilitation": 0, "other_credits": 0 }, "distributions": { "cash_distributions": 25000, "property_distributions": 0 }, "capital_account": { "beginning_capital": 150000, "capital_contributed": 0, "current_year_increase": 72200, "withdrawals_distributions": -25000, "ending_capital": 197200 } }

schedule-k1-2024.pdf

Viewer

JSON

form_type

1065 - Partnership

tax_year

2024

partnership

name: Tech Ventures Partners LP, ein: 12-3456789, address: 500 Investment Way, San Francisco, CA 94105

partner

name: John M. Investor, ssn: ***-**-4567, address: 123 Wealth Ave, Palo Alto, CA 94301, partner_type: Limited Partner, domestic_foreign: Domestic

ownership

profit_sharing_beginning: 5.5, profit_sharing_ending: 5.5, loss_sharing_beginning: 5.5, loss_sharing_ending: 5.5, capital_beginning: 5.5, capital_ending: 5.5

income_deductions

ordinary_business_income: 45000, net_rental_real_estate: 12000, other_net_rental_income: 0, guaranteed_payments: 0, interest_income: 2500, dividends: {"ordinary":3200,"qualified":2800}, royalties: 0, net_short_term_capital_gain: 5000, net_long_term_capital_gain: 28000, section_1231_gain: 0, other_income: 1500

deductions

section_179_deduction: 0, charitable_contributions: 2000, section_59e2_expenditures: 0

credits

low_income_housing: 0, rehabilitation: 0, other_credits: 0

distributions

cash_distributions: 25000, property_distributions: 0

capital_account

beginning_capital: 150000, capital_contributed: 0, current_year_increase: 72200, withdrawals_distributions: -25000, ending_capital: 197200

{ "form_type": "1065 - Partnership", "tax_year": "2024", "partnership": { "name": "Tech Ventures Partners LP", "ein": "12-3456789", "address": "500 Investment Way, San Francisco, CA 94105"}, "partner": { "name": "John M. Investor", "ssn": "***-**-4567", "address": "123 Wealth Ave, Palo Alto, CA 94301", "partner_type": "Limited Partner", "domestic_foreign": "Domestic"}, "ownership": { "profit_sharing_beginning": 5.5, "profit_sharing_ending": 5.5, "loss_sharing_beginning": 5.5, "loss_sharing_ending": 5.5, "capital_beginning": 5.5, "capital_ending": 5.5 }, "income_deductions": { "ordinary_business_income": 45000, "net_rental_real_estate": 12000, "other_net_rental_income": 0, "guaranteed_payments": 0, "interest_income": 2500, "dividends": { "ordinary": 3200, "qualified": 2800 }, "royalties": 0, "net_short_term_capital_gain": 5000, "net_long_term_capital_gain": 28000, "section_1231_gain": 0, "other_income": 1500 }, "deductions": { "section_179_deduction": 0, "charitable_contributions": 2000, "section_59e2_expenditures": 0 }, "credits": { "low_income_housing": 0, "rehabilitation": 0, "other_credits": 0 }, "distributions": { "cash_distributions": 25000, "property_distributions": 0 }, "capital_account": { "beginning_capital": 150000, "capital_contributed": 0, "current_year_increase": 72200, "withdrawals_distributions": -25000, "ending_capital": 197200 } }

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