R1138 e-file error

Error

Total number of IPs and CPs must be >= IT-204 Item B2 if Item B1 = No (rule R1138)

Cause

The number of partners listed on Form IT-204, line B2 doesn't equal the amount of partners listed in the Organizer and/or partner's Schedule K-1s.

Solution

  1. In the Organizer, go to
    Partner Information
    .
  2. Open
    Partner by Partner Data
    and select
    Columnar Partner Entry
    .
  3. In the list of partners, count how many partners are NY residents.
  4. Go to
    Tax Forms
    then
    States
    .
  5. Select
    New York, IT-204
    .
  6. Count the number of partners on IT-204, Page 1, line B2. The number of NY residents here needs to match what is in Columnar Partner Entry.
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