Surgent's Schedules K-2 and K-3: Preparation of Forms (KPF2)
Date/Time
10/23/2025
1:00 PM - 3:00 PM Central
Course Registration
Member: $99.00
Non-Member: $119.00
Credits
2 Credits
Event Type(s)
Webinars
Event Description
Many partnerships and S corporations are now required to complete the voluminous Schedules K-2 and K-3 to report foreign-related tax information. Updated for the 2023 tax year, this course is an essential guide for tax preparers on how to tackle the preparation of these forms. Understanding and preparing these forms requires a basic knowledge of various international tax topics. The course includes a brief discussion of key international tax concepts, a detailed walk-through of what information is required to be reported in different parts of the schedules, and practical advice from the field. The course also includes three comprehensive case studies on how the form should be completed for operating, real estate rental, and investment partnerships.

Please note: Surgent also offers a companion course, “Schedules K-2 and K-3: Filing Requirements” (KFR2).

Objectives:
  • Identify and understand what information is required to be reported on Schedules K-2 and K-3

Presenters:
Renata Maroney (Stasaityte), CPA

Field of Study:
Taxes (2)

Major Topics:
  • How to read and complete Parts II and III for Foreign Tax Credit
  • Practical tips on how to tackle Parts IV and IX for corporate partners
  • How to correctly fill out Parts X and XIII for foreign partners
  • Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Location
Webinar
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