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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

  1. Go to
    Organizer
    Partner Information
    Partner by Partner Data
    Columnar Partner Entry
    Reformat Partner Name for State Purpose tab
    .
  2. Do a full recompute, then recreate the e-file.
    note
    Partners need a
    Partner Number
    entered for the automatic reformat process to work.

Solution 2: Manually reformat partner names

  1. Go to
    Organizer
    Partner Information
    Partner by Partner Data
    [Partner Name]
    Partner Information
    Reformat Partner Name for State Purpose tab
    .
  2. Go to the
    Override or Imported or Rolled Over - Partner Name
    section and enter their first and last name.
  3. Do a full recompute, then recreate the e-file.
note
You'll have to manually reformat the names if either:
  1. The
    Partner entity type (Override for CA only)
    is set to
    Individual
    in the
    California
    section at
    Organizer
    Partner Information
    Partner by Partner Data
    [Partner Name]
    Partner Information
    State Partner Information tab
    .
  2. The partner is a
    Grantor Trust
    , which isn't automatically reformatted. California requires the partner name for
    Grantor Trusts
    to be reformatted.

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