Error: Schedule K-1 partner first and last name
You'll get this diagnostic if a partner entity type is set to
Individual
but their name hasn't been formatted into first and last name.Error message
Schedule K-1,Partner First and Last Name: Please push button under Organizer Federal Partner Information Partner by Partner Data Common Partner information Reformat Individual Partner's Name push the button is called "Automatically Reformat all Individual Partner's Name", then Full recompute and re-create E-filing
Solution 1: Reformat individual partners
- Go to .
- Do a full recompute, then recreate the e-file.notePartners need aPartner Numberentered for the automatic reformat process to work.
Solution 2: Manually reformat partner names
- Go to .
- Go to theOverride or Imported or Rolled Over - Partner Namesection and enter their first and last name.
- Do a full recompute, then recreate the e-file.
note
You'll have to manually reformat the names if either:
- ThePartner entity type (Override for CA only)is set toIndividualin theCaliforniasection at .
- The partner is aGrantor Trust, which isn't automatically reformatted. California requires the partner name forGrantor Truststo be reformatted.