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Generating the State K-1 Reconciliation Worksheet for an individual return in Lacerte

by Intuit Updated 2 years ago

The State K-1 Reconciliation worksheet will show K-1 activity broken down by state and is generated with the federal return.

Follow these steps to generate the state K-1 reconciliation worksheet:

  1. From the Settings menu, select Options.
  2. Go to the Tax Return tab.
  3. Select Federal Tax Options from the left Section box.
  4. Change the setting for State K-1 Reconciliation to When applicable.
  5. Select OK to save changes.

If there aren't any differences between the state and federal amounts, the State K-1 Reconciliation worksheet won't generate.

Lacerte Tax

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