Error: Partnership amounts for Income do not equal total of partners amounts
This occurs when the federal Partnership amounts for Income don't equal the total of partners' amounts, or the total is blank.
Error message
Partnership amounts for Income do not equal total of partners' amounts: Please check the Reconciliation of Partnership to Partner Amounts.
Solution 1: Enable Partner Allocations
- In the Organizer, check whetherPartner Allocationsis enabled.
- If not, mark theEnable Partner Allocationscheckbox.
- Do a full recompute, then recreate the e-file.
Solution 2: Verify override amounts in Schedule K
- Go to .
- Confirm that any overridden amounts match the amounts on Form 1065, Schedule K.
- CheckTax Formsfor any overrides affecting Schedule K.
- Do a full recompute, then recreate the e-file.
Solution 3: Review the Income Summary for allocation codes
- Go to , then openIncome Summary.
- If you've entered an allocation code forOrdinary Income, read the associated warning.
- Check for over-allocation in the Income and Deduction Summary:
- Go to .
- SelectIncome Summary, thenDeduction Summary.
- Confirm you haven't entered allocation codes for both total amounts and detail items, which can cause over-allocation.note
- Don't allocateOther Interestincome on theIncome Summarytab.
- Don't allocate detail lines forOther Interest Incomeon theIncome – Other Interesttab.
- Do a full recompute, then recreate the e-file.