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Level 2
October 21, 2021
Question

How do I get K-1s to display in form view in the partnership module? There is data there for the partners, but the K-1s are not displaying

  • October 21, 2021
  • 1 reply
  • 5 views
This is only happening for some team members, not all, so I believe this is an options issues but I cannot find where to change
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1 reply

George4Tacks
Level 15
October 22, 2021

Are you saying the k-1s do not show at all? OR are you asking how to have them be the default view

If you want that to be the default, then select K-1 from the Form list THEN View > Make current form the default form viewed. I have found that Lacerte regularly forgets that I made this selection and I have to do it again.

If they are not showing at all, that likely has deeper issues. More information would help.

Answers are easy. Questions are hard!
Level 2
October 22, 2021

They are not showing at all, even with data (current year income) to report.  This is in all partnership clients for one staff member, and only for 2019 Lacerte

George4Tacks
Level 15
October 22, 2021

Sounds like it's time for a call to Support. Program issue - networked - advanced - someone will log onto computer and rename some file and let it rebuild and all will be good with the world, but it will take a while. 800-933-9999

https://proconnect.intuit.com/community/taxation/help/how-to-contact-lacerte-for-help/00/4691

 

Answers are easy. Questions are hard!