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February 12, 2025
Question

My form 8995 has an entry for REIT and PTP income, but I don’t believe I have any. Where did the data for that entry come from?

  • February 12, 2025
  • 1 reply
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    1 reply

    February 12, 2025

    Did you receive a 1099-DIV and schedule K1?

     If you received dividends from a real estate investment trust (REIT) or income from a publicly traded partnership (PTP), that income is also used to calculate your pass-through deduction.

    Qualified REIT dividends are reported in Box 5, Section 199A dividends, of your Form 1099‑DIV.

    A PTP investor will receive an annual Schedule K-1 

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    April 15, 2025

    I had a K1 last year but this year I don't.  How can I remove this K1 from this year? I don't see it anywhere.

    DawnC
    Employee
    April 15, 2025
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