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Valid entries for 1065 Spreadsheet partner information

The table summarizes valid entries for items in the worksheet titled
1065 Spreadsheet
.
Valid entries for items in the worksheet titled "1065 Spreadsheet"
Column heading
Entry
Ptr Num
If you use custom partner numbers, enter any alphanumeric value up to 5 characters. Each partner needs to have a unique partner number. If you don't use custom partner numbers, UltraTax CS will ignore entries in this column.
SSN/EIN
xxx-xx-xxxx = Social Security Number
xx-xxxxxxx = Employer Identification Number
A = Applied For
D = Died
F = Foreign US
State
Enter only if the partner has a U.S. address.
Zip
Enter only if the partner has a U.S. address.
Resident State
If the partner has a U.S. address, enter the resident state at year end. If the partner has a foreign address, enter
.
(a period).
Province or state
Enter only if the partner has a foreign address.
Foreign Country Code
See Publication 4163 for a list of acceptable foreign country codes.
Country
Enter only if the partner has a foreign address.
Postal code
Enter only if the partner has a foreign address.
Entity
I = Individual
C = Corporation
S = S Corporation
L = Disregarded Entity
P = Partnership
T = Trust
G = Grantor Trust (Subject to SE)
E = Estate
O = Exempt Organization
R = IRA
F = Foreign Government
Nominee
X
Partnership Rep
X
Rep Phone
xxx-xxx-xxxx
Des Individ SSN
xxx-xx-xxxx
Des Individ Phone
xxx-xxx-xxxx
Des Individ Last Name
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Des Individ First
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Des Individ Address
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Des Individ City
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Des Individ State
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Des Individ Zip
Enter only if the partner has been selected as the partnership representative and the partner isn't an individual.
Type
1 = General Partner
2 = Limited Partner
3 = LLC Member (No SE income)
4 = LLC Member (SE Income)
5 = LLC Member (SE on Services)
LLC Member Manager
X
Active
X
Final K1
X
Foreign
X
Rounding Ptr
X
1040 Client
X
Print partner's letter in Spanish
X
Disreg entity TIN
xxx-xx-xxxx = Social Security Number
xx-xxxxxxx = Employer Identification Number
A = Applied For
D = Died
F = ForeignUS
Missing ID reason
Unknown
None
Disreg entity Name
Enter only if the entity of the partner is disregarded entity.
Bene Owner Entity
I = Individual
C = Corporation
S = S Corporation
L = Disregarded Entity
P = Partnership
T = Trust
G = Grantor Trust (Subject to SE)
E = Estate
O = Exempt Organization
R = IRA
F = Foreign Government
Indirect pct for max profit, loss, or capital
xxx.xxxxxx
Country code (if not US)
See Publication 4163 for a list of acceptable foreign country codes.
Country (if not US)
Enter only if partner owns, directly or indirectly, 50 percent or more in the partnership for Schedule B-1.
Report grantor trust as an individual
X
Eligible Foreign Entity
X
Decr Due to Trans
X
Group At-risk
X
Group Passive
X
Reportable Entity Partner
X
Max Deemed Ownership Percent
X
8805 Frgn Country
Enter only if the partner is a foreign partner. See the Form 8805 instructions for a list of acceptable foreign country codes.
8805 Account Num
Enter only if the partner is a foreign partner.
8805 Tax Exempt
X
8805 De Minimis Partner Certificate
X
Suppress basis worksheet
X
8938 specified individual
X
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