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02-08-2022
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When preparing a return that contains Schedule K-2 and Schedule K3, there are two ways to include these forms with the e-filing of your return:
Solution One - Automatic Attachment - Set Auto Generate and Attach PDFs to E-Files:
- Click the Settings dropdown menu
- Select Options
- Within the Setup Tab, locate the option for Auto Generate and Attach PDFs to E-Files to 'yes'
- Click OK to save these changes
When preparing a return using Solution One, with a Schedule K-2 and Schedule K-3 generating, these forms will be included as a PDF attachment when e-filing.
Solution Two - Manual Attachment: when Auto Generate is set to 'no'
- Print all generated Schedule K-2 and Schedule K-3 forms to PDF from the forms view
- Go to the Electronic Filing screen
- Partnership - Screen 4
- S Corporate - Screen 3.2
- Click the PDF Attachment button
- Select the Attach PDF button at the top of the page
- Browse to the file location where you saved your PDF forms
- Click OK
- Repeat steps 4 through 6 to attach multiple items
For more information, see IRS article: Schedules K-2 and K3: Interim Electronic Filing for Tax Year 2021
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