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Video instructions and help with filling out and completing Will Form 1065 Schedule M 3 Reconciliation

Instructions and Help about Will Form 1065 Schedule M 3 Reconciliation

Disclaimer I've done intensive research on how to file Schedule k1 and 1099 be the steps to show you to avoid duplication reporting for the partnership ETF it is for your reference you need to do your own diligence and consult your tax advisor to determine how you should file when you purchase partnership etf brokers 1099 be will report gain or loss of your investment included in total amounts schedule k-1 issued by the partnership will report gain or loss as well both 1099 B and schedule k-1 are required to be filed after you complete both you need to adjust the tax basis in 1099 B to avoid duplication of reporting capital gain or loss on these ETF step one complete 1099 be from your broker in 1099 B there are total amounts of proceeds cost wash sale loss disallowed all these amounts need to be reported exactly $10.99 be sent from broker to you in IRS has total amounts these total amounts include partnership etf gain or loss worksheet 8 949 sent from broker is detailed report supporting 1099 be eight-nine 49 is very helpful when you file the return when you use tax software gain or loss on the sale of investment this is how to file box a total line in 8949 these numbers you need to enter into the software in this screen I highlighted as red since this includes whole year just enter the beginning of the year in the end of the year you also need to enter wash sale not allowed amount find box be total line in 8 949 these numbers you need to enter into the software in this screen I highlight it as red note box B column e cost and other basis amount is not sent to...