Tax Reporting for Partnerships

Overview

This course covers tax reporting for partnerships, focusing on common situations and basic characteristics affecting partnership tax returns. It provides an introduction to preparing partnership tax returns and familiarizes students with the most commonly-used forms, without delving into complex aspects reserved for advanced courses.

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License or Certification 

 

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Objectives

  • Use background information provided about a partnership to correctly identify the forms used to report the partnership’s annual activities to the IRS and to its partners
  • Given examples of certain events that took place within the tax year relating to a partnership, correctly calculate the effect on the basis of the partners
  • Given examples of partnership guaranteed payment and distributive share agreements, correctly calculate the amount of money that would be included by the partners on their individual tax returns based on the partnership’s operating results for the year
  • Identify the main purpose of the main sections of Form 1065, and the type of information contained in each section
  • Given details of a partnership’s income and deductions for the year, identify the locations where each item should be reported on Form 1065 including the carry-over to Schedule K-1 for each partner

Tax Year: 2023-2024

Designed For:

CPAs, EAs, and other tax professionals


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Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None