123 Main St LLC

active

123 Main St, Charlotte, NC 28202

Flip Tax Election: Disregarded Entity Formation: NC
Investor: Jane Smith
EIN: **-***4521

K-1 Deadline

Mar 15, 2026

Tax Year 2025

16 days remaining

K-1 Preparation — Tax Year 2025

Filing Status

In Preparation

Due: March 15, 2026

Tax Classification

Schedule C / Single Member

Pass-through to Jane Smith

Strategy

Flip — Active Renovation

Projected sale Q2 2026

Income & Loss Summary (Tax Year 2025)

Gross Income

$42.50

Interest income only

Total Expenses

$126,180.00

Acquisition + renovation + operating

Depreciation

$737.00

Provisional (flip — short hold)

Net Ordinary Loss

($126,874.50)

Pass-through to investor

Partner Allocations

Partner Role Ownership % Allocated Loss Distributions
Jane Smith Investor — Member 100% ($126,874.50) $3,000.00
Total ($126,874.50) $3,000.00

Distribution Tracking

Date Recipient Description Amount
Jan 25, 2026 Jane Smith Q4 2025 distribution (owner draw) $3,000.00
Total Distributions (2025) $3,000.00

Preparation Checklist

3 of 6 complete
Year-end bank reconciliation completed
All 2025 expenses categorized and documented
1099 forms received and reconciled
Depreciation schedule finalized
K-1 draft prepared for investor review
Final K-1 delivered to investor

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