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Level 4
April 5, 2021
Solved

Upload K-1

  • April 5, 2021
  • 2 replies
  • 16 views

Hello, This may be basic to many, but I am a new user. My client (a PA resident in 2021) is a limited partner in two California rental real estate partnerships. The partnerships only generate K-1's and CA K-1's (565). In other words, they don't furnish copies of PA RK1's. The PA instructions for individual Form PA-40 indicate that in such circumstances, the taxpayer should attached the federal Form K-1's to the PA-40 filing. Can these K-1's be uploaded into Lacerte and thus allow me to e-file her PA return? Thank you.

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Best answer by George4Tacks

Here is how to attach a pdf to 1040 https://proconnect.intuit.com/community/electronic-filing/help/attaching-pdf-documents-to-a-1040-return/00/3744

NOTICE: See this image for an example of how to complete (You can likely attach both K-1s as one file, but I would lean toward two attachments of the federal k-1)

2 replies

sjrcpa
Level 15
April 5, 2021

You can probably attach them as pdfs to the PA return.

The more I know the more I don’t know.
George4Tacks
Level 15
April 6, 2021

Here is how to attach a pdf to 1040 https://proconnect.intuit.com/community/electronic-filing/help/attaching-pdf-documents-to-a-1040-return/00/3744

NOTICE: See this image for an example of how to complete (You can likely attach both K-1s as one file, but I would lean toward two attachments of the federal k-1)

Answers are easy. Questions are hard!
drbdrbAuthor
Level 4
April 6, 2021

Thank you for the very helpful instructions!