MichaelPaz
Level 1

I am working on a client return, and he has a partnership which has 0.5% of ownership allocated to him and his wife, and the other 99% to his living trust. So 100% of the partnership will flow to their 1040 since he is still alive. This necessitates that 3 K-1's are generated. 

 

The problem with this is that now when I try to import the K-1's in to their 1040, there's a data conflict and the import screen refuses to let me import the taxpayer and living trust K-1 data from the partnership. I am assuming part of the issue is that the trust and the taxpayer have the same SSN.

 

Is there a way to get Lacerte to differentiate the two K-1's so they can pull in to the partnership income screen for their 1040? I'd really rather not do 2/3 of these by hand.

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