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Upload K-1

drbdrb
Level 3

Hello, This may be basic to many, but I am a new user. My client (a PA resident in 2021) is a limited partner in two California rental real estate partnerships. The partnerships only generate K-1's and CA K-1's (565). In other words, they don't furnish copies of PA RK1's. The PA instructions for individual Form PA-40 indicate that in such circumstances, the taxpayer should attached the federal Form K-1's to the PA-40 filing. Can these K-1's be uploaded into Lacerte and thus allow me to e-file her PA return? Thank you.

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1 Best Answer

Accepted Solutions
George4Tacks
Level 15

Here is how to attach a pdf to 1040 https://proconnect.intuit.com/community/electronic-filing/help/attaching-pdf-documents-to-a-1040-ret...

NOTICE: See this image for an example of how to complete (You can likely attach both K-1s as one file, but I would lean toward two attachments of the federal k-1)

Capture.JPG


Here's wishing you many Happy Returns

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3 Comments 3
sjrcpa
Level 15

You can probably attach them as pdfs to the PA return.


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George4Tacks
Level 15

Here is how to attach a pdf to 1040 https://proconnect.intuit.com/community/electronic-filing/help/attaching-pdf-documents-to-a-1040-ret...

NOTICE: See this image for an example of how to complete (You can likely attach both K-1s as one file, but I would lean toward two attachments of the federal k-1)

Capture.JPG


Here's wishing you many Happy Returns
drbdrb
Level 3

Thank you for the very helpful instructions!

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