E-file for large partnership returns with partner allocations

Step 1 - federal and state

Create a new locator or binder depending on the product (main return). Don’t include partner information in this return.
Enter all partnership information for federal and any XML‑filed states. Then create e‑files for the federal return and those states.
Clear e-file diagnostics related to partnership forms before continuing to Step 2.
Ignore the e-file diagnostics pertaining to partner information. The main return will be used starting in Step 5 to submit the qualified federal and state returns.

Step 2 - federal

Copy the main return as needed. The number of main return copies depends on partner allocation rules. It also depends on the total number of partners. Partners will be added to each copy of the main return.
Don’t repeat a partner on these copies of the main return. Complete each main return copy through the end of Step 2. Then create the next copy.
Limit each main return copy with extensive Schedule K‑3 data to 3,000 partners. Create additional main returns as needed.
Limit each return without extensive Schedule K‑3 data to 5,000 partners. Create additional returns if you have more partners.
Partner allocations enabled
Extensive k-3 data - maximum 3,000 partners
Limited or no k-3 data - maximum 5,000 partners
note
When the Federal Schedule K-3 is in the main return: Within each copy of the main return, complete the Federal Schedule K-3 and Schedule K-1 for each partner. The K-3s must be in the same order as the K-1s.
Create XML files for federal and states. The federal XML file contains both K-1s and K-3s.
Clear e-file diagnostics to qualify the returns. Repeat Step 2 until all partners are included.

Step 3 - federal

Step 4 - federal

Step 5 - federal

In Organizer, go to
Federal E-file
, then
Create E-file
to create the federal main return e-file.
Clear e-file diagnostics to qualify for the federal main return.
Submit the federal main return to the IRS.

Step 6A - state

Copy the main return from Step 1.
For every state, in the state main return, use Organizer
[State]
E-file
Attachments
K-1 aggregation
Summary to attach all state XML files
from Step 3.
In Organizer, go to
States
, then
State E-file
,
Enable/Create Returns
,
Federal Copy
(tab).
In each main return copy, complete Federal Schedules K‑3 and K‑1 for every partner. Make sure each K‑3 appears in the same order as its corresponding K‑1.

Step 6B - state

Copy the main return from Step 1.
For every state, in the main return, use Organizer
[State]
E-file
Attachments
K-1 aggregation
Summary to attach all state XML files
from Step 3.
In Organizer go to
States
, then
State E-file
,
Enable/Create Returns
,
Federal Copy
(tab).
For each state, select
Attach the federal XML created for Federal
to attach the federal return that was submitted to the IRS in Step 5.

Step 7 - state

In Organizer, go to
States
, then
State E-file
, then
Enable/Create Returns
, and then the
Return
(tab) to create the state XML files.
Clear the e-file diagnostics to qualify each state in the state return.
Submit the state returns for each state.