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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

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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Accepted Solutions
hankinstax
Level 5

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
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
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
Thank you very much @Accountant Man !
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hankinstax
Level 5

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
Thank you very much.
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IRonMaN
Level 15

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


Slava Ukraini!
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jane
Level 1
Thank you very much.
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IRonMaN
Level 15
You betcha!

Slava Ukraini!
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cpapuffer
Level 2

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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