E-file Diagnostic: Schedule K-1 Partner # must have name

Schedule K-1:Partner # with entity type Individual must have name separated into First and Last name fields (Middle Initial is optional).
This happens when partners that are individuals don't have their names formatted properly or they have an EIN instead of an SSN.

Solution

  1. In
    Organizer
    , select
    Partner Information
    .
  2. Select
    Partner by Partner
    , then
    Data
    , then the
    Columnar Partner Entry
    folder.
  3. Go to the
    Reformat Partner Name for State Purpose
    tab.
  4. In the section for any partners who are Individual partners, reformat their names into the
    First
    and
    Last Name
    fields.
  5. Do a full recompute.
  6. In
    Organizer
    , select
    State
    , then the
    Partner Information
    folder.
  7. For each partner that is selected as an
    Individual
    partner, make sure you have a
    First Name
    and
    Last Name
    entered.
  8. Also verify that the SSN if formatted as XXX-XX-XXXX.
  9. Do a full recompute and recreate the e-file.
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