1065 Partnership 23-7.9T

note
  • Get the latest on open issues by reviewing Alerts and notices.
  • Go to the main page for your product and select
    Data imports and exports
    for
    DK-1
    workbooks and other files such as
    Form 1042 templates
    ,
    Partner Special Allocation Import
    files and
    Client Code Import
    files.
  • Select
    Forms Availability
    on the browser toolbar to find the latest availability of state releases.

Pending releases

Release date: 12/10/2024

Federal

We released an Excel template for
Form 1042
import and API. You can download the templates here by going to the main landing page for your product and selecting
Data imports and exports
.
We updated the
K-1 Transfer
program to allow for the transfer of K-1 information from accounts residing under the same firm account. If the locator is under a different firm account, you need to move it to the target’s firm account. You also need to open and close all source returns once after this release to enable the transfer. The returns don’t need to be calculated, they just need to be opened and closed once to facilitate the transfer.
Forms 8985, 8986, 3800
: We resolved the image rendering issues for these forms and the related Organizer screens.

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