Schedule K-1, Form 1065 (FINAL)

 

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V - Variable, N - Numerical, A - Alpha

Schedules K-1 Two Dimensional Bar Code Specifications for Form 1065
Field Order Field Name Description Length Format Comments
1 Header Header Version Number 2 V "T1"
2 Developer Code 4 digit code used to identify the Software Developer whose application produced the bar code. 4 N  
3 Jurisdiction Designates federal tax returns, must be "US" 2 A "US"
4 Form Number  Must be "1065K1" 6 V "1065K1"
5 Specification Version Identifies which version of specifications were used to create the bar code 1 N "0"
6 Software Version Begin with "0" and increment with each revision 2 N  
7 Tax Period Beginning Calendar Year followed by month and day beginning 8 N (CCYYMMDD)  
8 Tax Period Ending Calendar Year followed by month and day ending  8 N (CCYYMMDD) Example: Dec 31, 2007 - 20071231, June 30, 2007 - 20070630
9 Partnership's Identification Number Schedule K-1, box A 9 V Do not include hyphens. 9 numeric digits or the literal "APPLD FOR"
10 Partnership's Name (Line 1) Partnership's 1st name line as it appears in Box B of Schedule K-1 35 V Allowable special characters are space, hyphen, and ampersand
11 Partnership's Name (Line 2) Partner's 2nd name line as it appears in Box B of Schedule K-1 35 V Allowable special characters are space, hyphen, percent (%), and ampersand
12 Partnership's Street Address Partnership's address as it appears in Box B of Schedule K-1 35 V Allowable special characters are space, hyphen, slash 
13 Partnership's City City name as it appears on Schedule K-1, Box B 22 A Allowable special characters are space (but not more than one consecutive space followed by characters)
14 Partnership's State State as it appears on Schedule K-1, Box B 2 A Enter Standard State Code
15 Partnership's ZIP Code ZIP Code as it appears in Box B, Schedule K-1 9 N Allow leading zeros
16 IRS Center where Partnership Filed Box C 12 V Indicate city where Form 1065 is filed 
17 Publicly Traded Partnership Question Check box, D 1 V Enter a "X" if the box is checked, blank if not
18 Partner's Identification Number  Schedule K1, Box E 9 V Do not include hyphens. 9 numeric digits or the literal "APPLD FOR"
19 Partner's Name (Line 1) Partner's 1st name line as it appears in Box F of Schedule K-1 40 V Allowable special characters are hyphen (-), space, and ampersand (&)
20 Partner's Name (Line 2) Partner's 2nd name line as it appears in Box F of Schedule K-1 40 V Allowable special characters are hyphen (-), space, percent (%), and ampersand (&)
21 Partner's Street Address Partner's address as it appears in Box F of Schedule K-1 35 V Allowable special characters are hyphen (-), space, and slash (/)
22 Partner's City City name as it appears in Box F, Schedule K-1. 22 A Allowable special characters are space (but not more than one consecutive space followed by characters)
23 Partner's State State as it appears in Box F, Schedule K-1. 2 A  
24 Partner's ZIP Code ZIP Code as it appears in Box F, Schedule K-1 9 N Allow leading zeros
25 General or Limited Question Question G 1 N Indicate type of partner: 1 = General Partner or LLC Member-Manager      2 = Limited Partner or LLC Member
26 Domestic of Foreign Partner? Question H 1 N 1 = Domestic Partner      2 = Foreign Partner
27 Disregarded Entity Line H2 Checkbox 1 V Enter a "X" if the box is checked, blank if not
28 Partner's TIN Question H2 9 N Indicate Partner’s TIN
29 Partner’s Name Question H2 40 V Indicate Partner’s Name
30 What Type Entity is Partner? Question I1 12 V Indicate partners entity type per instructions
31 If the partner is in a retirement plan(IRA-SEP-Keogh, etc) check here Question I2 1 V Enter a "X" if the box is checked, blank if not
32 Partner's Share Profit Beginning Question J 1st line Beginning 6 N See percentage instructions above
33 Partner's Share Profit Ending Question J 1st line Ending 6 N See percentage instructions above
34 Partner's Share Loss Beginning Question J 2nd line Beginning 6 N See percentage instructions above
35 Partner's Share Loss Ending Question J 2nd line Ending 6 N See percentage instructions above
36 Partner's Share Capital Beginning Question J 3rd line Beginning 6 N See percentage instructions above
37 Partner's Share Capital Ending Question J 3rd line Ending 6 N See percentage instructions above
38 Check if decrease is due to sale or exchange of partnership interest Line J Partner’s Share of Profit Checkbox 1 V Enter a "X" if the box is checked, blank if not
39 Partner's Share of Liabilities Nonrecourse Beginning

Question K 1st line- Beginning

 12 N  Numeric only or literal "STMT"
40 Partner's Share of Liabilities Nonrecourse Ending Question K 1st line- Ending 12 V Numeric only or literal "STMT"
41 Partner's Share of Liabilities Qualified Nonrecourse Financing Beginning Question K 2nd line Beginning 12 V  Numeric only or literal "STMT"
42 Partner's Share of Liabilities Qualified Nonrecourse Financing Ending Question K 2nd line Ending 12 V  Numeric only or literal "STMT"
43 Partner's Share Liabilities Recourse Beginning Question K 3rd Line Beginning. 12 V  Numeric only or literal "STMT"
44 Partner's Share Liabilities Recourse Ending Question K 3rd Line Ending. 12 V Numeric only or literal "STMT"
45 Check this box if item K includes Liability Amounts from Lower Tier Partnerships Line K Partner’s Share of Liabilities Checkbox 1 V Enter a "X" if the box is checked, blank if not
46 Partner's Beginning Capital Account  Question L 1st Line 12 N  
47 Capital Contributed During Year Question L 2nd Line 12 N  
48 Current Year Net Income (Loss) Question L 3rd Line 12 N  
49 Other Increase (decrease) (attach explanation) Question L 4th Line 12    
50 Withdrawals and Distributions Question L 4th Line 12 N Positive only
51 Ending Capital Account Question L 5th Line 12 N  
52 Tax Basis Check Box Question L Check Box 1 V Enter a "X" if the box is checked, blank if not
53 GAAP Check Box Question L Check Box 1 V Enter a "X" if the box is checked, blank if not
54 Section 704(b) Book Check Box Question L Check Box 1 V Enter a "X" if the box is checked, blank if not
55 Other Check Box Question L Check Box 1 V Enter a "X" if the box is checked, blank if not
56 Did the Partner contribute property with a built-in gain or loss Question M Check Box 1 N 1= Yes       2= No
57 Partner’s Share of Net Unrecognized Section 704(c) Gain or (Loss) Beginning Question N First Line 12 N  
58 Partner’s Share of Net Unrecognized Section 704(c) Gain or (Loss) Ending Question N 2nd Line 12 N  
59 Final K-1 Check Box Final Check Box in Upper Right 1 V Enter a "X" if Final box is checked, blank if not
60 Amended K-1 Amended Check Box in Upper Right 1 V Enter a "X" if Amended box is checked, blank if not
61 Ordinary Business Income/Loss Code Line 1 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
62 Ordinary Business Income/Loss Amount from Schedule K-1, Line 1 12 V Numeric only or literal "STMT"
63 Net Rental Real Estate Income/Loss Code Line 2 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
64 Net Rental Real Estate Income/Loss Amount from Schedule K-1, Line 2 12 V Numeric only or literal "STMT"
65 Other Net Rental Income/Loss Code Line 3 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
66 Other Net Rental Income/Loss Amount from Schedule K-1, Line 3 12 V Numeric only or literal "STMT"
67 Guaranteed Payments for Services code Line 4a Code Box 2 A Enter Alpha designator and/or asterisk per instructions
68 Guaranteed Payments Services Amount from Schedule K-1, Line 4a 12 V Numeric only or literal "STMT"
69 Guaranteed Payments for Capital code Line 4b Code Box 2 A Enter Alpha designator and/or asterisk per instructions
70 Guaranteed Payments for Capital Amount from Schedule K-1, Line 4b 12 V Numeric only or literal "STMT"
71 Total Guaranteed Payments Code Line 4c Code Box 2 A Enter Alpha designator and/or asterisk per instructions
72 Total Guaranteed Payments Amount from Schedule K-1, Line 4c 12 V Numeric only or literal "STMT"
73 Interest Income Code Line 5 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
74 Interest Income Amount from Schedule K-1, Line 5 12 V Numeric only or literal "STMT"
75 Ordinary Dividends Code Line 6a Code Box  2 A Enter Alpha designator and/or asterisk per instructions
76 Ordinary Dividends Amount from Schedule K-1, Line 6a 12 V Numeric only or literal "STMT"
77 Qualified Dividends Code Line 6b Code Box  2 A Enter Alpha designator and/or asterisk per instructions
78 Qualified Dividends Amount from Schedule K-1, Line 6b 12 V Numeric only or literal "STMT"
79 Dividend Equivalents Code Line 6c Code Box 2 A Enter Alpha designator and/or asterisk per instructions
80 Dividend Equivalents Amount from Schedule K-1, Line 6C 12 V Numeric only or literal "STMT"
81 Royalties Code Line 7 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
82 Royalties Amount from Schedule K-1, Line 7 12 V Numeric only or literal "STMT"
83 Net Short-Term Capital Gain/Loss Code Line 8 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
84 Net Short-Term Capital Gain/Loss  Amount from Schedule K-1, Line 8 12 V Numeric only or literal "STMT"
85 Net Long-Term Capital Gain/Loss Code Line 9a Code Box  2 A Enter Alpha designator and/or asterisk per instructions
86 Net Long-Term Capital Gain/Loss  Amount from Schedule K-1, Line 9a 12 V Numeric only or literal "STMT"
87 Collectibles (28%) Gain/Loss Code Line 9b Code Box  2 A Enter Alpha designator and/or asterisk per instructions
88 Collectibles (28%) Gain/Loss Amount from Schedule K-1, Line 9b 12 V Numeric only or literal "STMT"
89 Unrecaptured Section 1250 Gain Code Line 9c Code Box  2 A Enter Alpha designator and/or asterisk per instructions
90 Unrecaptured Section 1250 Gain Line 9c Amount 12 V Numeric only or literal "STMT"
91 Net Section 1231 Gain/Loss Code Line 10 Code Box  2 A Enter Alpha designator and/or asterisk per instructions
92 Net Section 1231 Gain/Loss  Line 10 Amount 12 V Numeric only or literal "STMT"
93 Other Income/Loss Amount 1 Code Line 11 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
94 Other Income/Loss Amount 1 Line 11 Amount 1 12 V Numeric only or literal "STMT"
95 Other Income/Loss Amount 2 Code Line 11 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
96 Other Income/Loss Amount 2 Line 11 Amount 2 12 V Numeric only or literal "STMT"
97 Other Income/Loss Amount 3 Code Line 11 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
98 Other Income/Loss Amount 3 Line 11 Amount 3 12 V Numeric only or literal "STMT"
99 Section 179 Expense Deduction Line 12 Amount 2 A Enter Alpha designator and/or asterisk per instructions
100 Section 179 Expense Deduction Line 12 12 V Numeric only or literal "STMT"
101 Other Deductions Amount 1 Code Line 13 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
102 Other Deductions Amount 1 Line 13 Amount 1 12 V Numeric only or literal "STMT"
103 Other Deductions Amount 2 Code Line 13 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
104 Other Deductions Amount 2 Line 13 Amount 2 12 V Numeric only or literal "STMT"
105 Other Deductions Amount 3 Code Line 13 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
106 Other Deductions Amount 3 Line 13 Amount 3 12 V Numeric only or literal "STMT"
107 Self-employment Earnings/Loss Amount 1 Code Line 14 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
108 Self-employment Earnings/Loss Amount 1 Line 14 Amount 1 12 V Numeric only or literal "STMT"
109 Self-employment Earnings/Loss Amount 2 Code Line 14 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
110 Self-employment Earnings/Loss Amount 2 Line 14 Amount 2 12 V Numeric only or literal "STMT"
111 Credits Code 1 Line 15 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
112 Credits Amount 1 Line 15 Amount 1 12 V Numeric only or literal "STMT"
113 Credits Code 2 Line 15 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
114 Credits Amount 2 Line 15 Amount 2 12 V Numeric only or literal "STMT"
115 Foreign Transactions Amount 1 Code Line 16 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
116 Foreign Transactions Amount 1 Line 16 Amount 1 12 V Numeric, Foreign Country, or literal "STMT" 
117 Foreign Transactions Amount 2 Code Line 16 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
118 Foreign Transactions Amount 2 Line 16 Amount 2 12 V Numeric, Foreign Country, or literal "STMT" 
119 Foreign Transactions Amount 3 Code Line 16 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
120 Foreign Transactions Amount 3 Line 16 Amount 3 12 V Numeric, Foreign Country, or literal "STMT" 
121 Foreign Transactions Amount 4 Code Line 16 Code Box 4 2 A Enter Alpha designator and/or asterisk per instructions
122 Foreign Transactions Amount 4 Line 16 Amount 4 12 V Numeric, Foreign Country, or literal "STMT" 
123 Foreign Transactions Amount 5 Code Line 16 Code Box 5 2 A Enter Alpha designator and/or asterisk per instructions
124 Foreign Transactions Amount 5 Line 16 Amount 5 12 V Numeric, Foreign Country, or literal "STMT" 
125 Foreign Transactions Amount 6 Code Line 16 Code Box 6 2 A Enter Alpha designator and/or asterisk per instructions
126 Foreign Transactions Amount 6 Line 16 Amount 6 12 V Numeric, Foreign Country, or literal "STMT" 
127 Foreign Transactions Amount 7 Code Line 16 Code Box 7 2 A Enter Alpha designator and/or asterisk per instructions
128 Foreign Transactions Amount 7 Line 16 Amount 7 12 V Numeric, Foreign Country, or literal "STMT" 
129 AMT Items Amount 1 Code Line 17 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
130 AMT Items Amount 1 Line 17 Amount 1 12 V Numeric only or literal "STMT"
131 AMT Items Amount 2 Code Line 17 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
132 AMT Items Amount 2 Line 17 Amount 2 12 V Numeric only or literal "STMT"
133 AMT Items Amount 3 Code Line 17 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
134 AMT Items Amount 3 Line 17 Amount 3 12 V Numeric only or literal "STMT"
135 Tax Exempt Income & Nondeductible Expenses Amount 1 Code Line 18 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
136 Tax Exempt Income & Nondeductible Expenses Amount 1 Line 18 Amount 1 12 V Numeric only or literal "STMT"
137 Tax Exempt Income & Nondeductible Expenses Amount 2 Code Line 18 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
138 Tax Exempt Income & Nondeductible Expenses Amount 2 Line 18 Amount 2 12 V Numeric only or literal "STMT"
139 Tax Exempt Income & Nondeductible Expenses Amount 3 Code Line 18 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
140 Tax Exempt Income & Nondeductible Expenses Amount 3 Line 18 Amount 3 12 V Numeric only or literal "STMT"
141 Distributions Amount 1 Code Line 19 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
142 Distributions Amount 1 Line 19 Amount 1 12 V Numeric only or literal "STMT"
143 Distributions Amount 2 Code Line 19 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
144 Distributions Amount 2 Line 19 Amount 2 12 V Numeric only or literal "STMT"
145 Other Information Amount 1 Code Line 20 Code Box 1 2 A Enter Alpha designator and/or asterisk per instructions
146 Other Information Amount 1 Line 20 Amount 1 12 V Numeric only or literal "STMT"
147 Other Information Amount 2 Code Line 20 Code Box 2 2 A Enter Alpha designator and/or asterisk per instructions
148 Other Information Amount 2 Line 20 Amount 2 12 V Numeric only or literal "STMT"
149 Other Information Amount 3 Code Line 20 Code Box 3 2 A Enter Alpha designator and/or asterisk per instructions
150 Other Information Amount 3 Line 20 Amount 3 12 V Numeric only or literal "STMT"
151 Other Information Amount 4 Code Line 20 Code Box 4 2 A Enter Alpha designator and/or asterisk per instructions
152 Other Information Amount 4 Line 20 Amount 4 12 V Numeric only or literal "STMT"
153 More than one activity for at-risk purposes Line 21 Checkbox 1 V "X" if checked, blank if not
154 More than one activity for passive activity purposes Line 22 Checkbox 1 V "X" if checked, blank if not
155 Trailer Indicates end of data, must be "*EOD*" 5 V "*EOD*"

V - Variable, N - Numerical, A - Alpha

Page Last Reviewed or Updated: 03-Mar-2020