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e-file 1065 returns

E-file schedules K-2 and K-3

For tax year 2023, you can e-file Schedule K-2 and K-3 in XML format but you can't e-file them in PDF format.

Background

We made changes in
Organizer
,
Foreign Information
,
Ptr Distributive Share-International
, and then
K-2,K-3 Activation and General Info
 where we removed the override fields in the
Applicable Parts of Federal Schedule K-2 and Schedule K-3
 sections for tax year 2023.
At the beginning of tax year 2022, it was unclear if the IRS would permit Schedules K‑2 and K‑3 to be e‑filed as PDFs. The organizer included these override fields. At the beginning of tax year 2022, the rules were not clear. The IRS hadn’t confirmed if Schedules K‑2 and K‑3 could be e‑filed as PDFs.
For tax year 2023, we removed the override fields, because these fields are automatically calculated and shouldn't be overridden.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Return type: 1065 Partnership
  • Subject: e-file

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