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Accessing Prior Year K-1s

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

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.