Bloomberg Tax Planner Export: Chart 4: 1040 Worksheet for PTP Schedule K-1

Category Included/Total
1. Other General Ordinary Income total of 1, 2, 3
2. Rental Real Estate total of 1, 2, 3
3. Other Net Rental Income total of 1, 2, 3
5. Interest Income Yes
6A. Ordinary Dividends Yes
6B. Qualified Dividends Yes
7. Royalties Yes, but not tied to an activity
8. Net Short-Term Capital Gain/loss Yes
9A. Net Long-Term Capital Gain/loss Yes
9B. Collectibles (28%) Gain/loss Yes

 

 

 

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