• Qualified REIT and PTP income Form 8995

    From Wade Lippman@21:1/5 to All on Wed Feb 22 00:34:04 2023
    I just noticed that my tax software is claiming this, and has at least the last 3 years. I wasn't aware I owned anything with REIT income and nothing jumps out on my tax statements.
    The tax software doesn't tell me where the figures come from.

    What tax statement would this be reported on? Any help would be appreciated.

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  • From ira smilovitz@21:1/5 to Wade Lippman on Wed Feb 22 01:37:02 2023
    On Wednesday, February 22, 2023 at 12:39:09 AM UTC-5, Wade Lippman wrote:
    I just noticed that my tax software is claiming this, and has at least the last 3 years. I wasn't aware I owned anything with REIT income and nothing jumps out on my tax statements.
    The tax software doesn't tell me where the figures come from.

    What tax statement would this be reported on? Any help would be appreciated.

    --

    1099-DIV, possibly from a mutual fund, or a K-1 from an investment partnership.

    Ira Smilovitz, EA
    Leonia, NJ

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

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    * Origin: fsxNet Usenet Gateway (21:1/5)