Accessing Prior Year K-1s

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The K-1s in Legacy K-1 Navigator do not stay posted indefinitely.

Steps to make Prior Year K-1s available:

1. Navigate to the Entity for the specific Year Project.
2. Navigate to Deliverables -> Investor Documents -> Prepare & Distribute K-1 Packages
3. Choose "Yes" for "Make unapproved packages available for approval:"
4. The system sends a message to the Client Administrator to notify them that K-1 Packages are pending their approval.
5. After the client administrator's approval, the Prior Year K-1's will be available for the investors.
   
   
   
   
   
   
   
   

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To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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