Schedule K-1 to Form 1040
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, March 4, 2026
6:00 - 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

This topic will review S Corporation, Partnership and LLC and Trust & Estate K-1's reported on Form 1040 and K-1 losses subject to basis, at-risk, and passive activity limitations. Learn accurate basis calculations, reporting distributions in excess of basis. Understanding the components of Schedule K-1; Review the loss limitations and required reporting for K-1 losses; Learn applicable reporting for pass-through entities; and Determine if the client needs to enter Schedule K-3 and File Form 1116.

Presenter:

Jane Ryder, EA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance, and accounting topics. Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies' collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance-related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the Internal Revenue Service as an Enrolled Agent.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02269-26-O
CTEC: 1000-CE-05750

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $39
Non-Members: $69

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.