Qualified REIT and PTP income Form 8995

Feb 22, 2023 Last reply: 3 years ago 1 Replies

I just noticed that my tax software is claiming this, and has at least the last 3 years. I wasn't aware I owned anything with REIT income and nothing jumps out on my tax statements. The tax software doesn't tell me where the figures come from.



What tax statement would this be reported on? Any help would be appreciated.


1099-DIV, possibly from a mutual fund, or a K-1 from an investment partnership.

Ira Smilovitz, EA Leonia, NJ

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