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Level 2
February 17, 2026
New

State K1 import

Related products:Lacerte
  • February 17, 2026
  • 5 replies
  • 8 views

It would be very helpful if State K-1 information entered at the entity level could automatically flow to the individual return. Currently, this information often has to be entered again manually, which takes extra time and increases the chance of errors. Allowing it to import directly would save time, reduce data entry mistakes, keep entity and individual returns consistent, and make multi-state reporting easier. This enhancement would improve overall efficiency and accuracy for preparers.

5 replies

Level 2
February 17, 2026

I've always wondered why this hasn't been a standard feature!

Level 2
February 17, 2026

Yeah, sounds like that should already be a built-in feature

Level 2
February 17, 2026

This would be a helpful feature.

Level 2
February 17, 2026

Direct importing of state differences would be very helpful!

Level 2
February 17, 2026

This would be a great feature