Statement on 1120S indicating met exception for K2 filing

Forum|Forum|5 months ago
January 31, 2026
3 replies
5 views

In prior years if you checked the box on Screen 86-"qualified for exception to filing K2" a statement printed with the return that the entity met an exception to filing. The instructions on Lacerte say that a statement will be printed and efiled with the return however I put the return through validation and looked at the summary report and no statement was going with the e-filed return. Is this happen to anyone else.

Lacerte Tax

J

jjohnsen

Level 2

I am having the same issue as well. Have you heard anything from Intuit about this?

J

JPAJohnsonAuthor

Level 3

No I have not. I have been out sick so I am going to call on Monday.

J

JPAJohnsonAuthor

Level 3

I have been on with Lacerte for an hour and ten minutes so far. She took my file, she cant get it to print on my file or her own. Im on hold while she works with ??. I will update if she comes back. Been music for the past 24 min.

IntuitKatie

Moderator

Hi @JPAJohnson @jjohnsen Thank you for being part of this Community and for posting your questions and concerns. We truly appreciate you being here. If you haven’t already, please reach out to Lacerte Support for assistance, as they can best help with your specific situation. Thank you again for being part of the Community.

J

JPAJohnsonAuthor

Level 3

I never heard back from them but figured it out, kind of. This year on page 3 of the 1120S line 14b there is now a check box to indicate you met the exception; however, the instructions for this line indicate to "Attach a statement to explain your qualification for the exception" which they do not provide for. Working around and doing my own statement.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded