Planner CS: Chart 3: 1040 Worksheet for Schedule K-1 Activity Export

1. Other General Ordinary Income

total of 1, 2, 3

total of 1, 2, 3

2. Rental Real Estate

total of 1, 2, 3

total of 1, 2, 3

3. Other Net Rental Income

total of 1, 2, 3

total of 1, 2, 3

5. Other Interest (portfolio)

Yes

* US Treasury Interest (portfolio)

Yes

* Self-Charged Interest

Included in 5. Other Interest

6A. Ordinary Dividends (portfolio)

Non-qualified portion

6B. Qualified Dividends (portfolio)

Yes

7. Royalties (portfolio)

Yes (but not tied to an activity)

8. Net Short-Term Capital Gain/loss (portfolio)

Yes, but adds to nonpassive amount on line below

8. Net Short-Term Capital Gain/loss (passive/nonpassive)

Yes

Yes

9A. Net Long-Term Capital Gain/loss (portfolio)

Yes, but adds to nonpassive amount on line below

9A. Net Long-Term Capital Gain/loss (passive/nonpassive)

Yes

Yes

9B. Collectibles (28%) Portion of LT G/L (portfolio)

Yes, but adds to nonpassive amount on line below

9B. Collectibles Portion of LT G/L (passive/nonpassive)

Included in nonpassive

Yes

10. Net §1231 Gain/Loss

Yes

11A. Other Portfolio Income/Loss

11A. Sch E Other Income/Loss (portfolio)

Added to line 1, nonpassive

11A. Sch E Other Income/Loss (passive)

Added to line 1, passive

11A. Other Interest (portfolio)

Added to line 5, nonpassive

11A. US Treasury Obligation Interest (portfolio)

Added to line 5*, nonpassive

11A. Ordinary Dividends Not Qualified (portfolio)

Added to line 6A, nonpassive

11A. Qualified Dividends (portfolio)

Added to line 6B, nonpassive

11A. Royalties (portfolio)

Yes (but not tied to an activity)

11A. Short-Term Capital G/L (portfolio)

Added to line 8, nonpassive

11A. Short-Term Capital G/L (passive)

Added to line 8, passive

11A. Short-Term Capital G/L (nonpassive)

Added to line 8, nonpassive

11A. Long-Term Capital G/L Not Collect (portfolio)

Added to line 9A, nonpassive

11A. Long-Term Capital G/L Not Collect (passive)

Added to line 9, passive

11A. Long-Term Capital G/L Not Collect (nonpassive)

Added to line 9A, nonpassive

11A. Collectible (28%) L/T G/L (portfolio)

Added to line 9B, nonpassive

11A. Collectible (28%) L/T G/L (passive)

Included in nonpassive

11A. Collectible (28%) L/T G/L (nonpassive)

Added to line 9B, nonpassive

11F. Other Income/Loss

11F. Sch E Other Income/Loss (portfolio)

Added to line 1, nonpassive

11F. Sch E Other Income/Loss (passive)

Added to line 1, passive

11F. Sch E Other Income/Loss (nonpassive)

Added to line 1, nonpassive

11F. Net § 1231 G/L (passive)

Added to line 10, passive

11F. Ordinary G/L Form 4797 (passive)

Yes

11F. Ordinary G/L Form 4797 (nonpassive)

Added to line 1, nonpassive

11F. Cancel Debt Income §108(i) (passive)

Added to line 1, passive

11F. Form 1040, P1 Other Inc/Loss (ordinary)

Yes

11F. Other Interest (portfolio)

Added to line 5, nonpassive

11F. US Treasury Obligation Int (portfolio)

Added to line 5*, nonpassive

11F. US Treasury Obligation Int (passive)

Added to line 1, passive

11F. US Treasury Obligation Int (nonpassive)

Added to line 1, nonpassive

11F. Self-charged Int fr K-1 (passive)

Added to line 5, nonpassive

11F. Ordinary Dividend Not Qualified (portfolio)

Added to line 6A, nonpassive

11F. Qualified Dividends (portfolio)

Added to line 6B, nonpassive

11F. Royalties (portfolio)

Yes (but not tied to an activity)

11F. Short-Term Capital G/L (portfolio)

Added to line 8, nonpassive

11F. Short-Term Capital G/L (passive)

Added to line 8, passive

11F. Short-Term Capital G/L (nonpassive)

Added to line 8, nonpassive

11F. Long-Term Capital G/L Not Collect (portfolio)

Added to line 9A, nonpassive

11F. Long-Term Capital G/L Not Collect (passive)

Added to line 9, passive

11F. Long-Term Capital G/L Not Collect (nonpassive)

Added to line 9A, nonpassive

11F. Collectible (28%) L/T G/L (portfolio)

Added to line 9A, nonpassive

11F. Collectible (28%) L/T G/L (passive)

Included in passive

11F. Collectible (28%) L/T G/L (nonpassive)

Added to line 9A, nonpassive