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Moe2810
Level 2
May 23, 2025
Question

Sending K1s directly from Lacerte

  • May 23, 2025
  • 1 reply
  • 6 views

Is there a way to send K1s directly from Lacerte and have the password be the last four digits of the partner/member's (person who the K1 is going to) social security and zip code rather than the entity?

1 reply

Accountant-Man
Accountant-Man
Level 13
May 24, 2025

IDK, I use Pro Series, but is there a place for email addresses for each partner/member?

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M
Moe2810Author
Level 2
May 27, 2025

Yes and I've done that. When I send the k-1 from and entity module, the password that it puts on there is the last four digits of the EIN of the company and the zip code of the company.  Most of the partners have no idea what those are,...

abctax55
abctax55
Level 15
May 27, 2025

You can't send the K-1's directly using Lacerte (I sure wish...).

You can, however, print the K-1's as PDFs from the the "K-1" package function > select File (PDF) and check the box to mask the Social Security Number.

This is a work-around for the partners being clueless about the FEIN and/or the mailing address of the entity.

You do then have to draft emails & attach the PDF.

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