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March 12, 2025
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Passthrough K-1s Improvement

Related products:Lacerte
  • March 12, 2025
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I am in the process of transferring a partnership tax return from Drake Tax Software to Lacerte.

My client is a partnership that is a partner in other partnerships.  When entering the K-1 information, Drake tax software has an option to check a box for "This partner is a limited partner".  On Sheet 23, Passthrough K-1s, Lacerte does not have that option.  By checking that box and identifying the client as a limited partner, the Ordinary Business Income Income/Loss from Line 1 of the K-1 is transferred to Schedule SE, after being adjusted (lowered) by such amounts allocated to limited partners.  The net amount then appears on Line 14a, Schedule K of Form 1065 on page 5.

I would greatly appreciate this change being made.

Thank you.

Art Chianese