Level 3

Solved

Hi. How do you bring in info from a Schedule K form of a company who is your client into the client's individual return? Thanks!

Forum|Forum|6 years ago
December 7, 2019
9 replies
32 views

ProSeries Professional

This topic has been closed for replies.

Best answer by hankinstax

There is an import button on the tool bar. Select import 1065 K-1 and you will be asked to pick the file name from a list.

J

jane11Author

Level 3

Thank you everyone for the responses so far. Ok, so when I import and select the client, I get the following message, "The Shareholder's K-1 is not available for the selected return." ... What now?

Thank you:)

Accountant-Man

Level 13

Double check the SSNs. They must match on 1040 and 1065 or 1120S.

** I am "Elevating with Intention!"

J

jane11Author

Level 3

Thank you very much @Accountant Man !

H

hankinstaxAnswer

Level 5

There is an import button on the tool bar. Select import 1065 K-1 and you will be asked to pick the file name from a list.

J

jane11Author

Level 3

Thank you very much.

IRonMaN

Level 15

I believe there is an import button on the 1040 K-1 worksheet

Slava Ukraini!

J

jane11Author

Level 3

Thank you very much.

C

cpapuffer

Level 2

Jane, did you ever get the import function to work? I have the same problem and got the same response about name/SS# not matching. I verified that they were correct and that they matched but, still no joy. Does the S-corp return have to be filed before the import function will work?

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