In Line 1 - TSJ (Applies to exports to 1040 returns only), enter the Taxpayer, Spouse, or Joint code if applicable.

Select Section 4 - K-1 Export Options, and enter the following:.

Click Detail, located in the upper left corner of the Shareholder Summary grid.

Go to Shareholders > Shareholders Information.

Enter the source return activity number, the partner/shareholder number, and the partner’s/shareholder’s target return activity number. If the S Corporation is passing multiple activity information, use the Other > Export translation of activity numbers worksheet to maintain the multiple activity status in the export file. Set up a K-1 export from an S Corporation return.

To set the suppress option for members use Partners > Partner Information > Export Partner Information to 1040/1041/1065/1120/1120S > Export Option.

To set the codes on a member-by-member basis, use General > Return Options > Export Options.

To set the codes for all members, use General > Return Options > Export Options > Code to transfer partner information to 1040 return.

To set the export options for partners:.

This step is required if the target return will receive multiple K-1s from this return. In Line 4 - Activity number on target return, enter the corresponding activity number of the passthrough on the return you are exporting to.In Line 3 - Client ID of target return, double-click to select the client ID of the return you are exporting K-1 data to.In Line 2 - TSJ on 1040, enter the Taxpayer, Spouse, or Joint code on 1040 if applicable.In Line 1 - Export Option, select the appropriate option from the list.Select Section 5 - Export Partner Information to 1040 / 1041 / 1065 / 1120 / 1120S, and enter the following:.Click Detail, located in the upper left corner of the Partner Summary grid.In Lines 1-3 - Export Options, enter applicable export information.Go to General > Return Options > Section 7 - Export Options.If you are exporting to an Individual return, do the following.

If the Partnership is passing multiple activity information, use the Other > Export translation of activity numbers worksheet to maintain the multiple activity status in the export file.

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