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Level 2
Feb 17, 2026 12:07 AM UTC
New

State K1 import

Related products:Lacerte

It would be very helpful if State K-1 information entered at the entity level could automatically flow to the individual return. Currently, this information often has to be entered again manually, which takes extra time and increases the chance of errors. Allowing it to import directly would save time, reduce data entry mistakes, keep entity and individual returns consistent, and make multi-state reporting easier. This enhancement would improve overall efficiency and accuracy for preparers.

5 replies

Level 2
Feb 17, 2026 12:16 AM UTC

I've always wondered why this hasn't been a standard feature!

Level 2
Feb 17, 2026 12:17 AM UTC

Yeah, sounds like that should already be a built-in feature

Level 2
Feb 17, 2026 12:21 AM UTC

This would be a helpful feature.

Level 2
Feb 17, 2026 10:06 PM UTC

Direct importing of state differences would be very helpful!

Level 2
Feb 17, 2026 10:07 PM UTC

This would be a great feature