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Generating Forms 8804 and 8805 for a partnership return in ProConnect Tax

SOLVEDby IntuitUpdated May 23, 2023

This article will help you generate and file Forms 8804, Annual Return for Partnership Withholding Tax, and Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax in a partnership return.

To generate Forms 8804 and 8805:

  1. From the Input Return tab, go to Partner Information. 
  2. Scroll down to the Miscellaneous Info section.
  3. Make sure the box for Foreign Partner? is checked, and the partner's Account Number and Country Code are entered.
  4. From the Input Return tab, go to Miscellaneous Forms  Annual Rt for Partnership W/H Tax (8804).
  5. Complete the Withholding Agent information. Or check the box for Partnership is also the withholding agent, if applicable.
  6. Enter any payments during the year or overpayments from the previous year in the section Section 1446 Tax.
  7. Enter any other applicable information for this form.

Where do I file the 8804?

The program will generate a critical diagnostic reminding you that Form 8804 is filed separately from the return.

How do I override a partner's 8805?

  1. From the Input Return tab, go to Schedule K-1 Schedule K-1 Miscellaneous.
  2. Scroll down to the Form 8804/8805 section.
  3. Enter the applicable amounts for this partner.

Note: These entries will impact the totals calculated on Form 8804.

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