Question

Can you help me complete my return - I have received a full K-1 2020 Form 1065, and JPM has given me several investment accounts, which I want to upload to Turbotax

Forum|Forum|5 years ago
March 31, 2021
2 replies
0 views

I have submitted extensive Schedule E data for my tenants in NYC.

Now I have received a Schedule K-! Form 1065 as a partner to Bleecker Charles Co LLC; which I can send youi; also have received several new account s from my bank, JPM Chase Private Client.

Barbosa [phone number removed]

DMarkM1

TurboTax can definitely help! If you are using a TurboTax online version select the "Live Tax Advice" tab at the top right of your screen.

If you are using a desktop version use this link to make a contact appointment.

An expert will be able to view your TurboTax screen and help you make the correct entries. The expert will also be able to assist you if want to have TurboTax complete your entire return for you.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

B

barbosa007Author

I am a Chase Private Client,, and have connected with TutboTax in mid March by delivering Schedule E tenants in NYC ; Recently, I have received a 2020 K-1 for Bleecker Charles Co. LLC as a 6.4747...% partner.

I have also received over the weekend several new investments accounts in my Chase properties.

Joe Barbosa

Critter-3

@barbosa007

You are posting to a PUBLIC internet forum NOT TT support ... please read the post above yours for information on how to get one on one personal assistance if you cannot understand how to enter the new forms you got in the mail.

J

JamesG1

Critter-3 is correct, this is a public forum.

In TurboTax Online, you will access K-1 partnership questions:

Down the left side, click on Federal.
Across the top of the screen, click on Wages & Income.
Scroll down to S-corps, Partnerships and Trusts. Click Show more.
Click Start to the right of Schedule K-1.

The Chase accounts can likely be downloaded at

Down the left side, click on Federal.
Across the top of the screen, click on Wages & Income.
Scroll down to Investment Income. Click Show more.
Click Start to the right of Stocks, mutual funds, bonds, other (1099-B).