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<h1>form 1065 — 2023</h1>
<div class="sub">articulate research LLC • EIN 83-0868324 • <a href="index.html">← filing guide</a></div>
</header>
<div class="alert-box">
<strong>what goes in the envelope (in this order):</strong><br>
1. rev. proc. 84-35 penalty waiver statement (signed + dated)<br>
2. form 1065 page 1 (signed + dated)<br>
3. schedule K-1 for alexis mattos (copy A)<br>
4. schedule K-1 for jason krueger (copy A)<br><br>
<strong>mail to:</strong> Department of the Treasury, Internal Revenue Service Center, Kansas City, MO 64999-0045<br>
<strong>send:</strong> certified mail with return receipt requested
</div>
<!-- ══════════════════════════════════════════════ -->
<!-- 1065 PAGE 1 -->
<!-- ══════════════════════════════════════════════ -->
<section>
<h2>form 1065 page 1</h2>
<h3>header</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>calendar year</td><td>2023</td></tr>
<tr><td>name of partnership</td><td>ARTICULATE RESEARCH LLC</td></tr>
<tr><td>number and street</td><td>140 9TH ST</td></tr>
<tr><td>city</td><td>SAN FRANCISCO</td></tr>
<tr><td>state</td><td>CA</td></tr>
<tr><td>ZIP</td><td>94103</td></tr>
<tr><td>A: principal business activity</td><td>SOFTWARE</td></tr>
<tr><td>B: principal product or service</td><td>DATA CONSULTING</td></tr>
<tr><td>C: business code number</td><td>541519</td></tr>
<tr><td>D: employer identification number</td><td>83-0868324</td></tr>
<tr><td>E: date business started</td><td>01/23/2017</td></tr>
<tr><td>F: total assets</td><td>leave blank</td></tr>
<tr><td>G: check boxes</td><td>leave all unchecked (not initial, final, name change, etc.)</td></tr>
<tr><td>H: accounting method</td><td>check <strong>(1) Cash</strong></td></tr>
<tr><td>I: number of K-1s</td><td>2</td></tr>
<tr><td>J: schedules C and M-3</td><td>leave unchecked</td></tr>
<tr><td>K: check boxes</td><td>leave all unchecked</td></tr>
</tbody>
</table>
<h3>income (lines 1-8)</h3>
<table>
<thead><tr><th>line</th><th>description</th><th>write this</th></tr></thead>
<tbody>
<tr><td>1a</td><td>gross receipts or sales</td><td>0</td></tr>
<tr><td>1b</td><td>less returns and allowances</td><td>leave blank</td></tr>
<tr><td>1c</td><td>balance</td><td>0</td></tr>
<tr><td>2</td><td>cost of goods sold</td><td>leave blank</td></tr>
<tr><td>3</td><td>gross profit</td><td>0</td></tr>
<tr><td>4-7</td><td>other income lines</td><td>leave blank</td></tr>
<tr><td>8</td><td>total income</td><td>0</td></tr>
</tbody>
</table>
<h3>deductions (lines 9-23)</h3>
<table>
<thead><tr><th>line</th><th>description</th><th>write this</th></tr></thead>
<tbody>
<tr><td>9-13</td><td>salaries, guaranteed payments, repairs, bad debts, rent</td><td>leave blank</td></tr>
<tr><td><strong>14</strong></td><td><strong>taxes and licenses</strong></td><td><strong>800</strong></td></tr>
<tr><td><strong>15</strong></td><td><strong>interest</strong></td><td><strong>305</strong></td></tr>
<tr><td>16a-b</td><td>depreciation</td><td>leave blank</td></tr>
<tr><td>17-21</td><td>depletion, retirement, employee benefits, energy, other deductions</td><td>leave blank</td></tr>
<tr><td><strong>22</strong></td><td><strong>total deductions</strong></td><td><strong>1,105</strong></td></tr>
<tr><td><strong>23</strong></td><td><strong>ordinary business income (loss)</strong></td><td><strong>(1,105)</strong></td></tr>
</tbody>
</table>
<div class="note">line 14 = $800 california franchise tax. line 15 = $305 EIDL loan interest.</div>
<h3>tax and payment (lines 24-32)</h3>
<table>
<thead><tr><th>line</th><th>write this</th></tr></thead>
<tbody>
<tr><td>24-32</td><td>leave all blank (no tax due)</td></tr>
</tbody>
</table>
<h3>sign here</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>signature</td><td>alexis signs here</td></tr>
<tr><td>date</td><td>the date she signs</td></tr>
<tr><td>may IRS discuss with preparer?</td><td>leave blank (self-prepared)</td></tr>
<tr><td>paid preparer section</td><td>leave blank</td></tr>
</tbody>
</table>
</section>
<!-- ══════════════════════════════════════════════ -->
<!-- SCHEDULE B -->
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<section>
<h2>schedule B — other information (page 2-4)</h2>
<div class="note">most of these are yes/no checkboxes. only the relevant ones are listed.</div>
<table>
<thead><tr><th>question</th><th>answer</th><th>why</th></tr></thead>
<tbody>
<tr><td>1: type of entity</td><td>check <strong>(c) domestic limited liability company</strong></td><td></td></tr>
<tr><td>2a: foreign/domestic corp owns 50%+?</td><td><strong>No</strong></td><td></td></tr>
<tr><td>2b: individual owns 50%+?</td><td><strong>Yes</strong></td><td>alexis owns 51%. attach schedule B-1 if required, but for small partnerships this is generally waived</td></tr>
<tr><td>3a: own 20%+ of any corp?</td><td><strong>No</strong></td><td></td></tr>
<tr><td>3b: own 20%+ of any partnership?</td><td><strong>No</strong></td><td></td></tr>
<tr><td>4a: receipts < $250k?</td><td><strong>Yes</strong></td><td>$0 receipts</td></tr>
<tr><td>4b: assets < $1M?</td><td><strong>Yes</strong></td><td></td></tr>
<tr><td>4c: K-1s filed with return?</td><td><strong>Yes</strong></td><td></td></tr>
<tr><td>4d: not filing schedule M-3?</td><td><strong>Yes</strong></td><td></td></tr>
<tr><td colspan="3" class="dim">since all 4 conditions = yes: skip schedules L, M-1, M-2, item F, and K-1 item L</td></tr>
<tr><td>5-9</td><td><strong>No</strong> to all</td><td></td></tr>
<tr><td>10a: section 754 election?</td><td><strong>No</strong></td><td></td></tr>
<tr><td>11-15</td><td><strong>No</strong> to all</td><td></td></tr>
<tr><td>16a: payments requiring 1099?</td><td><strong>No</strong></td><td>no payments made</td></tr>
<tr><td>17-27</td><td><strong>No</strong> or leave blank</td><td></td></tr>
<tr><td>30: digital assets?</td><td><strong>No</strong></td><td>the LLC did not transact in digital assets</td></tr>
<tr><td>33: electing out of audit regime?</td><td><strong>No</strong></td><td>answering No is simpler — just fill in the partnership representative section below</td></tr>
</tbody>
</table>
<div class="note"><strong>designation of partnership representative (bottom of page):</strong> since Q33 = No, fill in alexis as the PR.<br>
• name of PR: Alexis K Mattos<br>
• U.S. address: 423 Main St, Greensboro Bend, VT 05842<br>
• U.S. phone: 628-204-9396</div>
</section>
<!-- ══════════════════════════════════════════════ -->
<!-- SCHEDULE K -->
<!-- ══════════════════════════════════════════════ -->
<section>
<h2>schedule K — partners' distributive share (page 5)</h2>
<table>
<thead><tr><th>line</th><th>description</th><th>write this</th></tr></thead>
<tbody>
<tr><td><strong>1</strong></td><td><strong>ordinary business income (loss)</strong></td><td><strong>(1,105)</strong></td></tr>
<tr><td>2-13e</td><td>all other income/deduction items</td><td>leave blank (all zero)</td></tr>
<tr><td>14a</td><td>net earnings from self-employment</td><td>leave blank</td></tr>
<tr><td>14b-21</td><td>everything else</td><td>leave blank</td></tr>
</tbody>
</table>
<div class="note">self-employment (14a): LLC members are generally subject to SE tax on ordinary business income, but since income is $0 and there are only losses, SE earnings = 0. leave blank.</div>
</section>
<!-- ══════════════════════════════════════════════ -->
<!-- PAGE 6 - skip -->
<!-- ══════════════════════════════════════════════ -->
<section>
<h2>page 6 — analysis + schedules L, M-1, M-2</h2>
<div class="note"><strong>skip this entire page.</strong> the small partnership exception (schedule B, question 4 = all yes) means you do not need to complete schedules L, M-1, M-2, or the analysis of net income.</div>
</section>
<!-- ══════════════════════════════════════════════ -->
<!-- K-1 ALEXIS -->
<!-- ══════════════════════════════════════════════ -->
<section>
<h2>schedule K-1 — alexis mattos (51%)</h2>
<div class="note">fill out two copies: copy A goes to IRS (in the envelope), copy B goes to alexis (for her records / schedule E).</div>
<h3>header</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>calendar year</td><td>2023</td></tr>
</tbody>
</table>
<h3>part I — information about the partnership</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>A: partnership EIN</td><td>83-0868324</td></tr>
<tr><td>B: partnership name + address</td><td>ARTICULATE RESEARCH LLC<br>140 9TH ST<br>SAN FRANCISCO, CA 94103</td></tr>
<tr><td>C: IRS center</td><td>leave blank</td></tr>
</tbody>
</table>
<h3>part II — information about the partner</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>D: partner SSN</td><td>606-07-1293</td></tr>
<tr><td>E: partner name + address</td><td>Alexis K Mattos<br>423 Main St<br>Greensboro Bend, VT 05842</td></tr>
<tr><td>F: general partner or LLC member-manager?</td><td>check <strong>general partner / LLC member-manager</strong> (this is about her role — she is a managing member)</td></tr>
<tr><td>H1: domestic or foreign?</td><td>check <strong>domestic</strong> (this is about nationality — she is a US citizen)</td></tr>
<tr><td colspan="2" style="color: var(--yellow); font-size:0.75rem;">F and H1 are two separate questions. check BOTH — F = her role, H1 = her nationality.</td></tr>
<tr><td>H2: disregarded entity?</td><td>leave unchecked</td></tr>
<tr><td>I1: type of entity</td><td>INDIVIDUAL</td></tr>
<tr><td>I2: retired/deceased?</td><td>leave unchecked</td></tr>
<tr><td>J: profit % (beginning/ending)</td><td>51 / 51</td></tr>
<tr><td>J: loss % (beginning/ending)</td><td>51 / 51</td></tr>
<tr><td>J: capital % (beginning/ending)</td><td>51 / 51</td></tr>
<tr><td>K: partner's share of liabilities</td><td>leave blank (small partnership exception)</td></tr>
<tr><td>L: partner's capital account</td><td>leave blank (small partnership exception)</td></tr>
</tbody>
</table>
<h3>part III — partner's share of income/deductions/credits</h3>
<table>
<thead><tr><th>line</th><th>description</th><th>write this</th></tr></thead>
<tbody>
<tr><td><strong>1</strong></td><td><strong>ordinary business income (loss)</strong></td><td><strong>-564</strong></td></tr>
<tr><td>2-21</td><td>all other lines</td><td>leave blank (all zero)</td></tr>
</tbody>
</table>
</section>
<!-- ══════════════════════════════════════════════ -->
<!-- K-1 JASON -->
<!-- ══════════════════════════════════════════════ -->
<section>
<h2>schedule K-1 — jason krueger (49%)</h2>
<div class="note">same structure as alexis's K-1 but with jason's info. copy A goes to IRS, copy B goes to jason.</div>
<h3>part I — partnership info</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td colspan="2">same as alexis's K-1 (EIN, name, address)</td></tr>
</tbody>
</table>
<h3>part II — partner info</h3>
<table>
<thead><tr><th>field</th><th>write this</th></tr></thead>
<tbody>
<tr><td>D: partner SSN</td><td>391-04-1752</td></tr>
<tr><td>E: partner name + address</td><td>Jason Krueger<br>783 Verano Ave<br>Sonoma, CA 95476</td></tr>
<tr><td>F: general partner or LLC member-manager?</td><td>check <strong>general partner / LLC member-manager</strong></td></tr>
<tr><td>H1: domestic or foreign?</td><td>check <strong>domestic</strong></td></tr>
<tr><td colspan="2" style="color: var(--yellow); font-size:0.75rem;">check BOTH F and H1 — they are separate questions (role + nationality).</td></tr>
<tr><td>I1: type of entity</td><td>INDIVIDUAL</td></tr>
<tr><td>J: profit % (beginning/ending)</td><td>49 / 49</td></tr>
<tr><td>J: loss % (beginning/ending)</td><td>49 / 49</td></tr>
<tr><td>J: capital % (beginning/ending)</td><td>49 / 49</td></tr>
<tr><td>K, L</td><td>leave blank</td></tr>
</tbody>
</table>
<h3>part III — partner's share</h3>
<table>
<thead><tr><th>line</th><th>description</th><th>write this</th></tr></thead>
<tbody>
<tr><td><strong>1</strong></td><td><strong>ordinary business income (loss)</strong></td><td><strong>-541</strong></td></tr>
<tr><td>2-21</td><td>all other lines</td><td>leave blank</td></tr>
</tbody>
</table>
</section>
<section>
<h2>rev. proc. 84-35 waiver statement</h2>
<div class="note">print the waiver statement from the <a href="index.html">main filing guide</a>. sign it, date it, attach to the front of this 1065. use the same text for all 4 years.</div>
</section>
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