ProConnect HelpIntuit HelpIntuit

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

SOLVEDby Intuit36Updated over 1 year 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.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

Dynamic AdsDynamic Ads