1065 Form

Row Start

Email*

General Information

Tax Year

Name of partnership

Address

Number, street, and room or suite no. If a P.O. box, see instructions

City or town, state or province, country, and ZIP or foreign postal code

A. Principal Business Activity

B. Principal product or service

C. Business Code Number

D. Employer Identification Number (EIN)

E. Date business started

F. Total Assets

G. Check applicable boxes:

1. Initial Return
2. Final Return
3. Name Change
4. Address Change
5. Amended Return

H. Check accounting method

1. Cash
2. Accrual
3. Other:

Specify Other Accounting Method:

I. Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year:

J. Check if Schedules C and M-3 are attached:

J. Check if Schedules C and M-3 are attached:

K. Check if partnership:

1. Aggregated activities for section 465 at-risk purposes
2. Grouped activities for section 469 passive activity purpose

Main Form

Caution: Include only trade or business income and expenses on lines 1a through 22 below. Kindly refer to the IRS instructions for 1065 form for more information

Income

1a. Gross receipts or sales

1b. Returns and allowances

2. Cost of goods sold (attach Form 1125-A)

4. Ordinary income (loss) from other partnerships, estates, and trusts (attach statement)

5. Net farm profit (loss) (attach Schedule F (Form 1040)

6. Net gain (loss) from Form 4797, Part II, line 17 (attach Form 4797)

7. Other income (loss) (attach statement) $

Deductions

9. Salaries and wages (other than to partners) (less employment credits)

10. Guaranteed Payments to Partners

11. Repairs and Maintenance

12. Bad Debts

13. Rent

14. Taxes and Licenses

15. Interest

16a. Depreciation (if required, attach Form 4562)

16b. Less depreciation reported on Form 1125-A and elsewhere on return

17. Depletion (Do not deduct oil and gas depletion.)

18. Retirement plans, etc

19. Employee Benefit Programs

20. Other Deductions

Tax and Payment

23. Interest due under the look-back method—completed long-term contracts (attach Form 8697)

24. Interest due under the look-back method—income forecast method (attach Form 8866)

25. BBA AAR imputed underpayment (see instructions)

26. Other taxes

Total balance due

28. Payment

29. Amount owed

30. Overpayment

Sign here

Date

Print your full name here

May the IRS discuss this return with the preparer mentioned below?

Yes
No

Are you a paid preparer?

Yes
No

Preparer's Full Name

Date

PTIN

Check if self-employed

Check if self-employed

Firm’s name (or yours if self-employed)

Firm’s address

Firm's EIN

Firm’s Phone Number

Do you want to fill-up Schedule B - Other Information?

Yes
No

Schedule B

1. What type of entity is filing this return? Check the applicable box:

a. Domestic General Partnership
b. Domestic limited partnership
c. Domestic limited liability company
d. Domestic limited liability partnership
e. Foreign partnership
f. Other

Enter other type of entity:

2a. At the end of the tax year, did any foreign or domestic corporation, partnership (including any entity treated as a partnership), trust, or tax exempt organization, or any foreign government own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital of the partnership?

Yes
No

2b. At the end of the tax year, did any individual or estate own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital of the partnership?

Yes
No

3a. At the end of the tax year, did the partnership, own directly 20% or more, or own, directly or indirectly, 50% or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation?

Yes
No

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3a

Total number of foreign or domestic corporation

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(i) Name of Corporation

(ii) Employer Identification Number (if any)

(iii) Country of Incorporation

(iv) Percentage Owned in Voting Stock

(i) Name of Corporation

(ii) Employer Identification Number (if any)

(iii) Country of Incorporation

(iv) Percentage Owned in Voting Stock

(i) Name of Corporation

(ii) Employer Identification Number (if any)

(iii) Country of Incorporation

(iv) Percentage Owned in Voting Stock

(i) Name of Corporation

(ii) Employer Identification Number (if any)

(iii) Country of Incorporation

(iv) Percentage Owned in Voting Stock

(i) Name of Corporation

(ii) Employer Identification Number (if any)

(iii) Country of Incorporation

(iv) Percentage Owned in Voting Stock

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3a End

3b. At the end of the tax year, did the partnership, own directly an interest of 20% or more, or own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust?

Yes
No

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3b

Total rules of constructive

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b1

(i) Name of Entity

(ii) Employer Identification Number (if any)

(iii) Type of Entity

(iv) Country of Organization

(v) Maximum Percentage Owned in Profit, Loss, or Capital

(i) Name of Entity

(ii) Employer Identification Number (if any)

(iii) Type of Entity

(iv) Country of Organization

(v) Maximum Percentage Owned in Profit, Loss, or Capital

(i) Name of Entity

(ii) Employer Identification Number (if any)

(iii) Type of Entity

(iv) Country of Organization

(v) Maximum Percentage Owned in Profit, Loss, or Capital

(i) Name of Entity

(ii) Employer Identification Number (if any)

(iii) Type of Entity

(iv) Country of Organization

(v) Maximum Percentage Owned in Profit, Loss, or Capital

(i) Name of Entity

(ii) Employer Identification Number (if any)

(iii) Type of Entity

(iv) Country of Organization

(v) Maximum Percentage Owned in Profit, Loss, or Capital

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3b End

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schedule B

4. Does the partnership satisfy all four of the following conditions below?

Yes
No

. The partnership’s total receipts for the tax year were less than $250,000 . The partnership’s total assets at the end of the tax year were less than $1 million . Schedules K-1 are filed with the return and furnished to the partners on or before the due date (including extensions) for the partnership return. .The partnership is not filing and is not required to file Schedule M-3 .

5. Is this partnership a publicly traded partnership, as defined in section 469(k)(2) ?

Yes
No

6. During the tax year, did the partnership have any debt that was canceled, was forgiven, or had the terms modified so as to reduce the principal amount of the debt?

Yes
No

7. Has this partnership filed, or is it required to file, Form 8918, Material Advisor Disclosure Statement, to provide information on any reportable transaction ?

Yes
No

8. At any time during calendar year 2022, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Yes
No

Enter the name of the foreign country:

9. At any time during the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?

Yes
No

10a. Is the partnership making, or had it previously made (and not revoked), a section 754 election?

Yes
No

10b. Did the partnership make for this tax year an optional basis adjustment under section 743(b) or 734(b)?

Yes
No

10c. Is the partnership required to adjust the basis of partnership assets under section 743(b) or 734(b) because of a substantial built-in loss (as defined under section 743(d)) or substantial basis reduction (as defined under section 734(d))?

Yes
No

B - 11

11. Check this box if, during the current or prior tax year, the partnership distributed any property received in a like-kind exchange or contributed such property to another entity (other than disregarded entities wholly owned by the partnership throughout the tax year)

12. At any time during the tax year, did the partnership distribute to any partner a tenancy-in-common or other undivided interest in partnership property?

Yes
No

13. If the partnership is required to file Form 8858, Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)

Yes
No

Enter the number of 8858 forms attached:

14. Does the partnership have any foreign partners?

Yes
No

Enter the number of Forms 8805, Foreign Partner’s Information Statement of Section 1446 Withholding Tax, filed for this partnership

15. Enter the number of Forms 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached to this return

16a. Did you make any payments in 2022 that would require you to file Form(s) 1099 ?

Yes
No

16b. Did you or will you file required Form(s) 1099?

Yes
No

17. Enter the number of Forms 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, attached to this return

18. Enter the number of partners that are foreign governments under section 892

19. During the partnership’s tax year, did the partnership make any payments that would require it to file Forms 1042 and 1042-S under chapter 3 (sections 1441 through 1464) or chapter 4 (sections 1471 through 1474)?

Yes
No

20. Was the partnership a specified domestic entity required to file Form 8938 for the tax year?

Yes
No

21. Is the partnership a section 721(c) partnership, as defined in Regulations section 1.721(c)-1(b)(14) ?

Yes
No

22. During the tax year, did the partnership pay or accrue any interest or royalty for which one or more partners are not allowed a deduction under section 267A?

Yes
No

Enter the total amount of the disallowed deductions

23. Did the partnership have an election under section 163(j) for any real property trade or business or any farming business in effect during the tax year?

Yes
No

24. Does the partnership satisfy one or more of the following: (check all that apply)

a. The partnership owns a pass-through entity with current, or prior year carryover, excess business interest expense.
b. The partnership’s aggregate average annual gross receipts (determined under section 448(c)) for the 3 tax years preceding the current tax year are more than $27 million and the partnership has business interest expense.
c. The partnership is a tax shelter (see instructions) and the partnership has business interest expense.

25. Is the partnership attaching Form 8996 to certify as a Qualified Opportunity Fund?

Yes
No

Enter the amount from Form 8996, Line 15

26. Enter the number of foreign partners subject to section 864(c)(8) as a result of transferring all or a portion of an interest in the partnership or of receiving a distribution from the partnership

27. At any time during the tax year, were there any transfers between the partnership and its partners subject to the disclosure requirements of Regulations section 1.707-8?

Yes
No

28. Since December 22, 2017, did a foreign corporation directly or indirectly acquire substantially all of the properties constituting a trade or business of your partnership, and was the ownership percentage (by vote or value) for purposes of section 7874 greater than 50% (for example, the partners held more than 50% of the stock of the foreign corporation)?

Yes
No

Enter the list of ownership percentage, by vote:

Enter the list of ownership percentage, by value:

30. Is the partnership electing out of the centralized partnership audit regime under section 6221(b)?

Yes
No

Enter the total from Schedule B-2, Part III, line 3

Designation of Partnership Representative

Name of PR

US Address of PR

U.S. Phone number of PR

U.S. address of designated individual

U.S. phone number of designated individual

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Do you want to fill-up Schedule K - Partners' Distributive Items?

Yes
No

Schedule K - Partners' Distributive Share Items

1. Ordinary business income (loss) (page 1, line 22)

2. Net rental real estate income (loss) (attach Form 8825)

3a. Other gross rental income (loss)

3b. Expenses from other rental activities (attach statement)

4a. Guaranteed Payments - Services

4b. Guaranteed Payments - Capital

5. Interest income

6a. Ordinary Dividends

6b. Qualified Dividends

6c. Dividend equivalents

7. Royalties

8. Net short-term capital gain (loss) (attach Schedule D (Form 1065))

9a. Net long-term capital gain (loss) (attach Schedule D (Form 1065))

9b. Collectibles (28%) gain (loss)

9c. Unrecaptured section 1250 gain (attach statement)

10. Net section 1231 gain (loss) (attach Form 4797)

11. Other income (loss)

11. Type of other income

12. Section 179 deduction (attach Form 4562)

13a. Contributions

13b. Investment interest expense

13c. Amount of Section 59(e)(2) expenditures:

13c. Type of Section 59(e)(2) expenditures

13d. Amount of Other deductions (see instructions)

13d. Type of Other Deductions

14a. Net earnings (loss) from self-employment

14b. Gross farming or fishing income

14c. Gross non-farm income

15a. Low-income housing credit (section 42(j)(5))

15b. Low-income housing credit (other)

15c. Qualified rehabilitation expenditures (rental real estate) (attach Form 3468, if applicable)

15d. Amount of Other rental real estate credits (see instructions)

15d. Type of Other rental real estate credits

15e. Amount of Other rental credits

15e. Type of Other rental real credits

15f. Amount of Other credits

15f. Type of Other credits

16. Attach Schedule K-2 (Form 1065), Partners’ Distributive Share Items—International, and check this box to indicate that you are reporting items of international tax relevance

17a. Post-1986 depreciation adjustment

17b. Adjusted gain or loss

17c. Depletion (other than oil and gas)

17d. Oil, gas, and geothermal properties—gross income

17e. Oil, gas, and geothermal properties—deductions

17f. Other AMT items (attach statement)

18a. Tax-exempt interest income

18b. Tax-exempt interest income

18c. Nondeductible expenses

19a. Distributions of cash and marketable securities

19b. Distributions of other property

20a. Investment income

20b. Investment expenses

For Line20c, Other items and amounts. Insert an attachment to report the amount.

21. Total foreign taxes paid or accrued

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General partners

(i) Corporate

(ii) Individual (active)

(iii) Individual (passive)

(iv) Partnership

(v) Exempt Organization

(vi) Nominee/Other

Limited partners

(i) Corporate

(ii) Individual (active)

(iii) Individual (passive)

(iv) Partnership

(v) Exempt Organization

(vi) Nominee/Other

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Do you want to fill-up Schedule L - Balance Sheets per Books?

Yes
No

Schedule L - Balance Sheets per Books

Assets

1. Cash

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

2a. Trade Notes

Amount - Beginning of Tax Year (a)

Amount - End of Tax Year (c)

2b. Less allowance for bad debts

Amount - Beginning of Tax Year (a)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (c)

Amount - End of Tax Year (d)

3. Inventories

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

4. US Government Obligations

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

5. Tax-exempt securities

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

6. Other current assets (attach statement)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

7a. Loans to partners (or persons related to partners)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

7b. Mortgage and real estate loans

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

8. Other investments (attach statement)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

9a. Buildings and other depreciable assets

Amount - Beginning of Tax Year (a)

Amount - End of Tax Year (c)

9b. Less accumulated depreciation

Amount - Beginning of Tax Year (a)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (c)

Amount - End of Tax Year (d)

10a. Depletable Assets

Amount - Beginning of Tax Year (a)

Amount - End of Tax Year (c)

10b. Less accumulated depletion

Amount - Beginning of Tax Year (a)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (c)

Amount - End of Tax Year (d)

11. Land (net of any amortization)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

12a. Intangible assets (amortizable only)

Amount - Beginning of Tax Year (a)

Amount - End of Tax Year (c)

12b. Less accumulated amortization

Amount - Beginning of Tax Year (a)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (c)

Amount - End of Tax Year (d)

13. Other assets (attach statement)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

14. Total assets

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

Liabilities and Capital

15. Accounts payable

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

16. Mortgages, notes, bonds payable in less than 1 year

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

17. Other current liabilities (attach statement)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

18. All nonrecourse loans

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

19a. Loans from partners (or persons related to partners)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

19b. Mortgages, notes, bonds payable in 1 year or more

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

20. Other liabilities (attach statement)

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

21. Partners’ capital accounts

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

22. Total liabilities and capital

Amount - Beginning of Tax Year (b)

Amount - End of Tax Year (d)

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Do you want to fill-up Schedule M-1 - Reconciliation of Income (Loss) per Books With Analysis of Net Income (Loss) per Return?

Yes
No

Schedule M-1 - Reconciliation of Income (Loss) per Books With Analysis of Net Income (Loss) per Return

1. Net income (loss) per books

2. Amount of Income included on Schedule K, lines 1, 2, 3c, 5, 6a, 7, 8, 9a, 10, and 11, not recorded on books this year (itemize):

2. Describe the income included on line 2 above

3. Guaranteed payments (other than health insurance)

4a. Depreciation - Expenses recorded on books this year not included on Schedule K, lines 1 through 13d, and 21

Describe the expenses indicated in line 4a

4b. Travel and Entertainment - Expenses recorded on books this year not included on Schedule K, lines 1 through 13d, and 21

Describe the expenses indicated in line 4b

6. Amount of Tax-Exempt Interest - Income recorded on books this year not included on Schedule K, lines 1 through 11

Description of Tax-Exempt Interest in Line 6

7. Amount of Tax- Depreciation - Deductions included on Schedule K, lines 1 through 13d, and 21, not charged against book income this year (itemize):

Description of Tax- Depreciation on Line 7

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Do you want to fill-up Schedule M-2 - Analysis of Partners’ Capital Accounts

Yes
No

Schedule M-2 - Analysis of Partners’ Capital Accounts

1. Balance at beginning of year

2a. Capital Contributed - Cash

2b. Capital Contributed - Property

3. Net Income (Loss)

4. Amount of Other increases

Description of Other Increases on Line 4

6a. Distributions - Cash

6b. Distributions - Property

7. Amount of Other decreases

Description of Other Decreases on Line 7

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1065 form

Step 1 of 2

General Information

Address

Main Form

Income

Deductions

Tax and Payment

Sign here

Schedule B

3a

3a End

3b

b1

3b End

schedule B

Designation of Partnership Representative

Schedule K - Partners' Distributive Share Items

General partners

Limited partners

Section Break

Schedule L - Balance Sheets per Books

Assets

1. Cash

2a. Trade Notes

2b. Less allowance for bad debts

3. Inventories

4. US Government Obligations

5. Tax-exempt securities

6. Other current assets (attach statement)

7a. Loans to partners (or persons related to partners)

7b. Mortgage and real estate loans

8. Other investments (attach statement)

9a. Buildings and other depreciable assets

9b. Less accumulated depreciation

10a. Depletable Assets

10b. Less accumulated depletion

11. Land (net of any amortization)

12a. Intangible assets (amortizable only)

12b. Less accumulated amortization

13. Other assets (attach statement)

14. Total assets

Liabilities and Capital

15. Accounts payable

16. Mortgages, notes, bonds payable in less than 1 year

17. Other current liabilities (attach statement)

18. All nonrecourse loans

19a. Loans from partners (or persons related to partners)

19b. Mortgages, notes, bonds payable in 1 year or more

20. Other liabilities (attach statement)

21. Partners’ capital accounts

22. Total liabilities and capital

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Schedule M-1 - Reconciliation of Income (Loss) per Books With Analysis of Net Income (Loss) per Return

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Schedule M-2 - Analysis of Partners’ Capital Accounts

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