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1065 e-file errors

E-file diagnostic: Partnership amounts for Foreign Tax/Other don’t equal the total of partners

Partnership amounts for Foreign Tax/Other do not equal total of partners: amounts. Please check Reconciliation of Partnership to Partner Amounts.
This happens when the Partner Amounts and Reconciliation of Partnership don’t match.

Solution 1

  1. Go to
    Tax Forms
    Federal
    Partner Review
     folder.
  2. Select
    Reconciliation of Pshp to Ptr Amounts
    .
  3. In the
    Differences
     column, review the difference amounts and adjust them to make sure the amounts are balanced in the following path:
    Organizer
    Schedule K
     folder.
  4. Select
    Income Summary
     or
    Deduction Summary
    .
  5. Make necessary adjustments to the respective lines.
  6. Do a full recompute and recreate the e-file.

Solution 2

If information from the Schedule K is incorrectly affecting the amounts:
  1. Go to the
    Organizer
    , then
    Schedule K
     folder.
  2. Select
    Other Information
    , then
    Other Items
     tab.
  3. Mark the
    Suppress Schedule K nondeductible expenses from automatically flowing to Schedule M-1
     checkbox.
  4. Do a full recompute and recreate the e-file.

Solution 3

Check for an aggregated Schedule K-1.
  1. Go to
    Organizer
    Federal E-file
    Attachments
    K-1 Aggregation
    .
  2. Select
    K-1 Aggregation
    , if the aggregated XML file is present.
  3. Select
    Attach K-1 Aggregation XML File
    .
  4. Select the aggregated XML file, then select
    RETRIEVE
    .
  5. Update the aggregated XML file to have the correct amounts so they’ll add up to the grand total.
  6. Delete the existing aggregated XML file from the electronic filing attachments screen.
  7. Select
    Add
    .
  8. Select
    Attachment jurisdiction
     for
    Federal K-1 Aggregation
    .
  9. Select
    Browse for file
     and attach the updated XML Aggregation.
  10. Select
    Upload
    , then
    Done
    .
  11. Do a full recompute and recreate the e-file.

Solution 4

Check for Direct K-1 Import.
  1. Go to
    Organizer
    Partner Information
    Common Partner Data
    .
  2. Look for the
    Direct K-1 Import
     tab.
    • If you don’t find the
      Direct K-1 Import
       tab, then you're not using it as it's not enabled.
    • If you find the
      Direct K-1 import
       tab, select it.
  3. If the option to
    Enable Direct K-1 Import to replace the computed Schedule K-1s
     is not enabled, then this is not being used.
  4. If it is enabled, update the import file and reimport the Direct K-1 Import file or go to the folder
    Tax forms
    , then
    Federal
    .
  5. Select Schedule K-1 and change the amounts directly on the tax form.
  6. Do a full recompute and recreate the e-file.

This article applies to:

  • PRODUCT: GoSystem Tax RS
  • Return type: 1065 Partnership
  • State: California, Connecticut
  • Subject: e-file
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