Partner capital account reporting gets transition penalty relief

January 24, 2021

The IRS provided transition penalty relief last week to partnerships in complying with new rules for reporting partners’ capital account balances.

The relief in Notice 2021-13 states that partnerships will not be subject to a penalty under Sec. 6698, 6721 or 6722 due to incorrect information in partners’ beginning capital accounts on 2020 Schedules K-1 if the partnership can show it took ordinary and prudent business care in following the 2020 Form 1065 instructions in that regard.

Partnerships also will not be subject to a penalty under the same code sections due to errors in reporting partners’ ending 2020 capital account balances that result solely from incorrect beginning capital balances eligible for relief. Learn more.

← View All News