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Schedule K-1 Package needed in Proseries

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Schedule K-1 Package needed in Proseries

MarvinPS

Proseries Pro is severely missing the Schedule K-1 Package for Forms 1065, 1120S, 1041 that appears to be in Lacerte.

As of now, there is no way to organize / print / PDF the Schedule K-1s by recipient for those federal or state returns. There must also be an option for assigning a password for EACH schedule K-1, not just a global setting for only the complete tax return.

The program must be improved and must include a routine for putting together the following for printing and PDF and password protection - the recipient letter, the schedule K-1 pages 1 and 2, the QBI schedules, the list of codes, etc.

Thank you for your comments. This is considered an enhancement and is eligible for review.

Status: Open for voting
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11 Comments
TaxMattersPeople
New Member

Any updates on this function for 2023?  I've downloaded 2023 and it appears not to be an option.  I acquired 21 new partnerships with varying amounts of partners.  Definitely will be looking elsewhere next year.  I thought this was standard......who knew?

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