New
k-1 data export notification of incomplete transfer
April 25, 2023.
I suggest a notification that some Federal and State K-1 items do not get exported to the Individual module. It could be a general diagnostic. It could be a notice of the specific items that are not transferred. BUT MAKE IT BOLD AND CLEAR.
I never knew that the export of K-1 was not complete until yesterday. That could be my fault as I have been using Lacerte for 9 years. The rep told me to read this support article:
