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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2146 - Overview of Form 990-T and Form K-1

May 5, 2021 8:30am ‐ May 5, 2021 9:45am

Standard: $49.00


This session will provide practical guidance for reviewing Form K-1. As part of reviewing the Form K-1, we will discuss common errors on the K-1 and when follow up may be necessary. We will discuss how the information on the K-1s flow into the Form 990-T. Lastly, we will go over an example Qualified Asset Allocation Limitation calculation for a health and welfare plan.

After this sessions, participants will be able to

Learning Objectives:
  • Identify investments that may lead to UBTI
  • Determine how to read a Form K-1
  • Translate information from a Form K-1 to the Form 990-T and related attachments


Category: Concurrent Session Online

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