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How is my income from my entity reported on my taxes in the case of flow–through entities we've been talking about?

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In this audio snippet, you'll hear about:

  • Most flow through entities will issue a K–1.
  • You typically need a tax professional to help you prepare your taxes when your investment income from K–1s, unless of course it is a very simple K–1.

Audio Transcript
Travis: How is my personal income, how is income from my entity reported on my taxes in the case of the flow–through entities that we have been talking about?
Yosef: Generally most flow–through entities will issue their investors a K–1. The K–1 will have multiple boxes on it. Some boxes will pertain to the operating income and expenses or operating from a loss from the primary operation of the business. There will also be a number of separately stated items disclosed on the K–1 such that certain tax benefits which the partnership or the corporation may or may not be taking for federal tax purposes are not double counted by the individual.


For example, there is something called the Section 179 election. This allows someone to accelerate depreciation on the purchase of new equipment up to $105,000, or it's even higher now, per year. If you have four different corporations, and each one is doing it, you effectively have just accelerated your depreciation by $420,000.
Travis: [laughs] That sounds complicated, for one entity, much less multiplying it by four.
Yosef: Absolutely. But the reason I bring this up is because, what ends up happening is that you typically need a tax professional to help you prepare your taxes when you investment income from K–1s, unless of course it is a very simple K–1.


A lot of small businesses really do have a very simple K–1. In fact, they will usually only have one line item, which just is how much net income they have.
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