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    Hi. How do you bring in info from a Schedule K form of a company who is your client into the client's individual return? Thanks!

    jane
    Level 1
    ‎12-06-2019 09:16 PM

    Hi. How do you bring in info from a Schedule K form of a company who is your client into the client's individual return? Thanks!

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    hankinstax
    Level 5
    ‎12-06-2019 09:16 PM

    There is an import button on the tool bar.  Select import 1065 K-1 and you will be asked to pick the file name from a list.

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    9 Comments 9
    jane
    Level 1
    ‎12-06-2019 09:16 PM
    Thank you everyone for the responses so far. Ok, so when I import and select the client, I get the following message, "The Shareholder's K-1 is not available for the selected return." ... What now? :smiley: Thank you:):smiley:
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    Accountant-Man
    Level 13
    ‎12-06-2019 09:16 PM
    Double check the SSNs. They must match on 1040 and 1065 or 1120S.
    ** I'm still a champion... of the world! Even without The Lounge.
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    jane
    Level 1
    ‎12-06-2019 09:16 PM
    Thank you very much @Accountant Man !
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    hankinstax
    Level 5
    ‎12-06-2019 09:16 PM

    There is an import button on the tool bar.  Select import 1065 K-1 and you will be asked to pick the file name from a list.

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    jane
    Level 1
    ‎12-06-2019 09:16 PM
    Thank you very much.
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    IRonMaN
    Level 15
    ‎12-06-2019 09:16 PM

    I believe there is an import button on the 1040 K-1 worksheet


    Slava Ukraini!
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    jane
    Level 1
    ‎12-06-2019 09:16 PM
    Thank you very much.
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    IRonMaN
    Level 15
    ‎12-06-2019 09:16 PM
    You betcha!

    Slava Ukraini!
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    cpapuffer
    Level 2
    ‎03-05-2020 02:24 PM

    Jane, did you ever get the import function to work? I have the same problem and got the same response about name/SS# not matching. I verified that they were correct and that they matched but, still no joy. Does the S-corp return have to be filed before the import function will work?

     

     

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