IRS Requires Reporting of Tax Basis Capital Accounts
In their Real Estate Financing column, Ezra Dyckman and Charles Nelson discuss the new 2020 partnership tax basis capital account reporting requirements which "give the IRS much more visibility into the tax situations of partners in partnerships."
April 27, 2021 at 10:52 AM
5 minute read
The concept of a "tax basis capital account" is important in determining a partner's gain or loss from the sale of his partnership interest and from certain other partnership transactions. However, for tax years prior to 2020, tax basis capital accounts generally did not need to be disclosed on a partnership's income tax returns; instead, a partnership was permitted to report its partners' capital accounts on some other basis, such as GAAP or so-called "section 704(b)" capital accounts. These other methods were often of limited use to the IRS in identifying potentially taxable situations; thus, for taxable years ending on or after Dec. 31, 2020, partnerships are now required to report each partner's capital account on a tax basis.
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