Changes of Ownership FAQ (1065)

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Question

Where do I enter changes in the profit, loss, or ownership percentages?

Answer

To enter changes in the profit, loss, or ownership percentages, open the 1065 return, choose View > Partner Information, click the Changes of Ownership button, and click the Add Date add date button. For more information about how to enter changes in the profit, loss, or ownership percentages, see Entering change of ownership information.

To enter transfers of partners' capital, open the 1065 return, choose View > Partner Information, click the Transfers of Capital button, and click the Add Date add date button. For more information about how to enter transfers of partners' capital, see Entering transfers of partners' capital.

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