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K-1 Summary

OttoGindler
Level 1

We have some clients with lots of K-1's. We recently started running a reconciliation workbook and are trying to find some kind of K-1 Summary or K-1 detail worksheet in Pro Series so we can compare our inputs with our reconciliation workbook. 

I have not been able to find anything like this and was wondering if anyone knew of something like this.

Thank you,

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1 Comment 1
Terry53029
Level 14
Level 14

Only thing that may help is to run 1120S query "has shareholder distributions" That will only list your 1120S clients that issued K1's 

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