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Sch K-1 data from 1065 - Sch K-1 data from 1065, will not import into the 1040 K-1 worksheet

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📊 Step-by-Step Guide

Step 1: Re-enter the 1065 EIN on the 1040 K-1 page

Use this when you need to refresh the import connection.

On 1040 Return - Remove and re-enter the 1065 EIN number on the K 1 P/S page 1 (verify it is the same number on the 1065 return).

Step 2: Import prompt appears

Use this when the system asks to bring in the K-1 data.

You will be prompted to import the K-1 data.

Step 3: Click the import error

Use this when you see an error related to importing return data.

Click on the error (757) - Error Importing return data for Form:1065 K-2 Entry 63

Step 4: Confirm the SSN matches the 1065

Use this when the import fails due to mismatched taxpayer/spouse identifiers.

Verify that the SSN for the Taxpayer or Spouse is the same number on the Form 1065.

Step 5: Make sure the K-1 belongs to the correct person on the 1040

Use this when the K-1 is assigned to the wrong party on the 1040.

Also make sure that on the 1040 return the form K1 P/S page 1, check the box to ensure K1 belongs to the Spouse or the Taxpayer.

Tags: federal,form