Form 1065 for Multi-Member LLC and Partnerships - Tony Durante

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Form 1065 for Multi-Member LLC and Partnerships

If your LLC had multiple members then by default it files a Form 1065: Partnership Tax Return. In order for us to complete this for you, we will need to following information.

1. Complete this form to the best of your ability.

2. Current year financial statements / accounting records

3. Detailed ownership information

Your Full Name

Email Address

Your Phone Number

Legal name of the business

What is the company Employer Identification Number EIN

Please confirm the ownership information at year end

What is the principal business activity of the company?

In which state is your company incorporated? Do you do business outside of your home state?

In which state is your company incorporated? Do you do business outside of your home state?

Did you send us your 2023 financial statements?

Did you run payroll and issue Forms W-2 for your employees?

If yes provide the W-2 and W-3s from your payroll provider and check the box

Check this box if ownership was changed during the year?

Check the box if the Company has any foreign (Non US) partners

Check the box if your business have no effectively connected income with a US trade or business.

Check the box if the company owned any foreign entities. For example an offshore company

Check this box if the owner’s contributed money or assets to the company during the year?

Check this box if the company distributed any money or assets to its owners during the year?

Check this box if the contributions / Distributions were properly accounted for in the financial statements?

Check this box if the company had any debt that was canceled, was forgiven, or had the terms modified so as to reduce the principal amount of the debt during the tax year?

Check this box if the company have any investments which are not reported in the financial statements?

Check the box if you purchase assets during the year

Check the box if you sold assets during the year

Check the box if the company file any Forms 1099.

Check the box if you made any payments in 2023 that would require you to file Form(s) 1099.

Check the box if the company involved or holding any digital currencies

Check this box if at any time during calendar year 2023, the partnership had an interest in or a signature or other authority over a financial account in a foreign country?

Check this box if at any time during the tax year, did the partnership receive a distribution form, or was it the grantor of, or transferor to, a foreign trust?

Is there anything else we should know as we do this work? Any large transactions or change in ownership? Any big plans for 2024?

Attach any financial statements or accounting reports for 2023