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Level 1
December 10, 2025
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Form 1065 - partner basis worksheet option to include in the K-1 printing package.

Related products:Lacerte
  • December 10, 2025
  • 1 reply
  • 7 views

If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package.  If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf.  Please give us the option to include that in the printing of the K-1.  Why else would you track at the partnership level if you weren't going to give it to the partner?  

1 reply

Level 2
February 13, 2026

I came here to ask the same thing.