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Blank Tax Return Report Summary

Reported Issue: The 'Tax Return Reporting Summary' report in a 1040 Instance is blank.

Reported Issue:

The 'Tax Return Reporting Summary' report in a 1040 Instance is blank.

Solution:

  • Open the 'Review Investments' tab
  • Map your K-1 data to the 1040 lines on the 'K-1 Income/Expense Summary' section
  • Run the 'Tax Return Reporting Summary'

After completing these steps, the data will be included in the report based on the line item mappings.

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