1065-US: Entering pension and IRA contributions for partners (FAQ)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.


How do I enter pension and IRA contributions for partners?


Enter the pension and IRA contributions in the Guaranteed payments: Pensions and IRAs field in Screens 4835-2, F-2, Inc, K-2, OGWell, and Rent. UltraTax CS automatically includes this amount as a guaranteed payment on the related activity. The amounts are also reported on Schedule K, lines 4 and 13d; and Schedule K-1, boxes 4 and 13, code R.

Enter the portion of pension and IRA contributions that does not represent guaranteed payments in the Other pensions and IRAs field in Screen K-2.

Related topic: Guaranteed payments FAQs (1065)

Share This