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Level 4
September 9, 2023

Hawaii K1 attach PDF or electronic filing is NOT allowed (Trust tax return From N-40)

  • September 9, 2023
  • 2 replies
  • 7 views
The following diagnostic is generating: If an income distribution deduction is present on form N-40 then a PDF of the Schedule K1 (Form N-40) for all beneficiaries must be attached [ref 40824] There is ONLY ONE K1 on the form so it shouldn't be required. Despite that I attached a PDF of the K1 in hopes this message would go away and I'd be allowed to have the electronic file SEND to Hawaii. THE CRITICAL WARNING WILL NOT GO AWAY. I CANNOT ELECTRONIC FILE UNTIL IT DOES. Thank you for your assistance

    2 replies

    sjrcpa
    Level 15
    September 9, 2023

    Must be a Hawaii thing.

    https://proconnect.intuit.com/community/lacerte-diagnostics/40699/ta-p/249426

     

    Was there a choice of attachment names in the dropdown box? Did you choose the correct one?

    The more I know the more I don’t know.
    Level 6
    September 27, 2023

    Did you create a distinct attachment for EACH beneficiary?

    (For example, on a MD INDividual return we may claim other-state credit for a composite K-1 with 15+ states listed.  I scan that document one time, *attach* it 15 times, and specify a "different state abbreviation" on each of the attachments.  This could be an identical setup with HI's beneficiaries.)



    Robert