Form 8986 print requirements

To print Form 8986, Federal Partner’s Share of Adjustments(s) to partnership-Related Item(s):
  1. Go to
    Organizer
    Informational Forms
    Sections 6226 and 6227 – Adjustments
    Basic Information
    .
  2. In the
    Form Indication
    section, select an option other than
    None selected
    .
  3. In the
    Entity Submitting this Form
    section, you need to select something from the dropdown.
  4. Ensure data is entered in at least 1 of the following:
    • Total Reviewed Year Items
      Applicable Penalties
    • Or
      Statements
  5. If the K-1s are not imported, ensure
    Organizer
    Partner Allocations Enabled
    is selected.
  6. Do a full recompute, then print.
If the form doesn’t print, check if it's suppressed:
  1. Go to
    Organizer
    Informational Forms
    Sections 6226 and 6227 – Adjustments
    Basic Information
    .
  2. Clear the
    Suppress Forms 8985 and 8986 (print and e-file)
    and
    Suppress All Forms 8986 only (print and e-file)
    checkboxes.
  3. Do a full recompute, then print.

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