If you or your client(s) are reporting a tax return with a DST investment this year, there are important details you should know. As DST beneficiaries essentially hold real estate ownership, tax reporting deviates from standard investment practices.

This webinar will break down how to navigate the intricate tax reporting landscape of DSTs, including:

• The federal tax reporting process for DST beneficiaries, focusing on the use of the substitute 1099 or grantor letter and its translation to Schedule E.

• The complexities of state tax filings for DSTs with properties in various states, ensuring accurate reporting in each jurisdiction.

• The role of DSTs in 1031 exchanges and the impact on tax reporting for investors utilizing this strategy.