K-1 Export

Август 22, 2022

Содержание

2. The K-1 export will input the Schedule K-1 from a client’s business to their personal return.
3. IMPORTANT: To begin, go to the individual return for each shareholder and LOCK any versions you
4. To LOCK a return, right-click on the appropriate file and choose Lock Return.
5. Go to K-1 Misc screen in s-corp return.
6. For each shareholder, Checkmark the Export shareholder K-1 data box.
7. Select K-1 Data Export from the Import dropdown menu.
8. Verify all SSN’s and Export
9. For each shareholder, go to the individual return.
10. Opening the file should bring up a pop-up box that will allow you to review the
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The K-1 export will input the Schedule K-1 from a client’s

business to their personal return.
A K-1 export should be done when a business return input is complete and again any time there are changes.

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IMPORTANT: To begin, go to the individual return for each shareholder and

LOCK any versions you do NOT want to export to.

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To LOCK a return, right-click on the appropriate file and choose

Lock Return.

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Go to K-1 Misc screen in s-corp return.

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For each shareholder, Checkmark the Export shareholder K-1 data box.

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Select K-1 Data Export from the Import dropdown menu.

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Verify all SSN’s and Export

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For each shareholder, go to the individual return.

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Opening the file should bring up a pop-up box that will

allow you to review the figures.

(If the pop-up box does NOT appear . . . DON’T just keep trying export again. Those lost export files build up in the system. Instead, the Schedule K-1 should be input manually to the personal return, Passthrough K-1 screen.)

Choose Accept Data to import.