SBTS
Level 3

Hello:

I am working on a CA partnership return which has Oregon income and hence I need to issue Oregon K-1s to the partners.  Can anyone please guide me how to go about this in Lacerte.

Thank you in advance and please stay safe.

 

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George4Tacks
Level 15

I haven't done one in a while. I know it's there and it is not what you expect it to look like. https://www.oregon.gov/dor/forms/FormsPubs/schedule-or-k-1_101-002_2019.pdf is the form. 

 


Answers are easy. Questions are hard!
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SBTS
Level 3

Thank you George4Tacks for the form link.  Would you know if there is a way I can generate this in the software?

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kgreen8393
Level 5

One of my big issues with Lacerte.  The State of Oregon obviously has a Schedule K-1, but the software will only print a Partner Summary which only shows allocated/apportioned modifications and does not even list the income allocated to Oregon.

SBTS
Level 3

Thanks for your post.

ProSystem fx adds the Oregon K-1 but of course they are very expensive and almost make it cost prohibitive for a small firm to use them.

Would love for Intuit Lacerte to respond to this making the K-1 available.

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