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Wednesday, June 17, 2026 Live Webcast

Schedules K-2 and K-3: Filing Requirements (X1-KFR2-2026-01-WEBNR-168-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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 2024 tax year, this course is an essential guide for tax preparers on how to identify which entities need to complete these schedules and how to identify which parts are applicable to a given taxpayer.

DESIGNED FOR

Any tax practitioner preparing or reviewing relevant partnership and S corporation tax returns

BENEFITS

  • Understand filing requirements for Schedules K-2 and K-3
  • Identify what parts of Schedules K-2 and K-3 need to be completed

HIGHLIGHTS

  • IRS goals in requiring these schedules
  • Detailed discussion of the domestic filing exception for 2023 tax year
  • Filing requirements and exceptions for every part of Schedules K-2 and K-3
  • Examples based on client situations encountered in practice

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Renata Maroney (Stasaityte)

Renata Maroney (Stasaityte), CPA

PRICING

$89.00 - Member

$289.00 - Nonmember

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Note: Online pre-registration will close on June 17 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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