E-file for large partnership returns with partner allocations

Step 1 - federal and state

Create a new locator or binder depending on the product (main return). Don’t include partner information in this return.
Enter all the partnership information for both the federal and any states that will be electronically filed via XML. In this main return, after you enter all the partnership information, create e-files for federal and any states.
Clear e-file diagnostics related to partnership forms before continuing to Step 2.
Ignore the e-file diagnostics pertaining to partner information. The main return will be used starting in Step 5 to submit the qualified federal and state returns.

Step 2 - federal

Copy the main return as needed. The number of copies of the main return created will depend on the rules for Partner allocations below, and the number of partners overall. Partners will be added to each copy of the main return.
Don’t repeat a partner on these copies of the main return. We suggest you complete each copy of the main return through the end of Step 2 before making the next copy.
If a return has extensive Schedule K-3 data, then limit copies of the main return to 3,000 partners in each return.
If a return doesn’t have extensive Schedule K-3 data, we recommend no more than 5,000 partners in each return.
Partner allocations enabled
Extensive k-3 data - maximum 3,000 partners
Limited or no k-3 data - maximum 5,000 partners
Important!
When the Federal Schedule K-3 is in the main return: Within each copy of the main return, complete the Federal Schedule K-3 and Schedule K-1 for each partner. The K-3s must be in the same order as the K-1s.
Create XML files for federal and states. The federal XML file contains both K-1s and K-3s.
Clear e-file diagnostics to qualify the return(s). Repeat Step 2 until all partners are included.

Step 3 - federal

Step 4 - federal

Step 5 - federal

Step 6A - state

Step 6B - state

Copy the main return from Step 1.
For every state, in the main return, use Organizer
[State]
E-file
Attachments
K-1 aggregation
Summary to attach all state XML files
from Step 3.
In Organizer go to
States
, then
State E-file
,
Enable/Create Returns
,
Federal Copy
(tab).
For each state, select
Attach the federal XML created for Federal
to attach the federal return that was submitted to the IRS in Step 5.

Step 7 - state

In Organizer, go to
States
, then
State E-file
, then
Enable/Create Returns
, and then the
Return
(tab) to create the state XML files.
Clear the e-file diagnostics to qualify each state in the state return.
Submit the state returns for each state.