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K-1 Reader Troubleshooting Tips

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K-1 Reader is a powerful tool within K1 Aggregator, but successful extraction depends on the quality and formatting of the uploaded documents. This guide outlines best practices, supported K-1 types, common extraction issues, and troubleshooting steps to help ensure smooth and accurate K-1 data capture.

 

Supported K-1 Types and Versions

K-1 Reader supports the following:

  • IRS Forms: 1065 (Partnership), 1120-S (S Corporation), and 1041 (Estates and Trusts).
  • Years: Most versions from 2018 through 2023 are supported.
  • PDFs: Clean, computer-generated PDFs are preferred; handwritten, scanned, or password-protected files are not supported.

For full compatibility, K-1s must be IRS-standard Forms 1065, 1120-S, or 1041, from tax years 2018–2023, and machine-generated.

For a full list of supported K-1 versions, refer to:
🔗 Which K-1 Versions Are Supported in K1 Aggregator

Best Practices for Preparing K-1s

Follow these tips to maximize reading accuracy:

✅ Do This

  • Upload machine-generated PDFs only.
  • Ensure each PDF contains only one K-1.
  • Keep K-1s in portrait orientation.
  • Use original PDFs directly from the issuing software.
  • Include all pages of the K-1.
  • Upload PDFs without passwords or encryption.

❌ Avoid This

  • Avoid combining multiple K-1s into a single PDF.
  • Don’t use scanned, photographed, or image-based files.
  • Don’t modify the K-1 layout or add annotations.

For a detailed upload guide, visit:
🔗 K1 Aggregator Guide: K-1 Reader Upload

Why a K-1 Extraction Might Fail

Extraction may fail or return incomplete results due to:

  • Unsupported version or layout (e.g., older K-1s or customized forms)
  • Poor scan quality or rotated pages
  • Missing key fields, such as EIN or partner name
  • Multiple K-1s in a single PDF
  • Incorrect page order or incomplete documents

Read more:
🔗 What Happens if I Upload a K-1 with Incorrect or Missing Information

Troubleshooting Extraction Issues

If a K-1 isn’t processing correctly, try the following:

  1. Re-upload the K-1 as a separate, original PDF.
  2. Verify the version is supported.
  3. Check for visual quality—re-export from the source system if needed.
  4. Ensure it includes all expected pages and sections.
  5. Use the "Upload History" view in the app to inspect any specific error messages or failed attempts.

For general guidance, refer to the Quick Start guide:
🔗 K1 Aggregator: K-1 Reader Quick Start Guide

Additional Notes on State-Level Extraction

  • K-1 Reader has limited state-level extraction capabilities.
  • It primarily captures federal data. Some fields from state K-1s may not be extracted.

More details here:
🔗 K-1 Reader State Extraction Capabilities

Special Case: Multiple K-1s with Same EIN

Uploading multiple K-1s with the same EIN may trigger validation issues, especially if:

  • The partner names are identical, or
  • There's an attempt to overwrite a previous entry.

Refer to this article for handling such cases:
🔗 Multiple K1s with the Same EIN

Final Tips for a Smooth Experience

  • Always review extracted values in the Reader before accepting.
  • Maintain an organized file naming convention to avoid confusion.
  • If you anticipate unusual layouts, test a few before bulk upload.

If you're still having trouble, reach out to Support with the exact PDF and any error details.

Tips:

  • Regularly save your work and verify changes before refreshing or navigating away from the page.
  • Document any recurring issues with screenshots and detailed descriptions to assist technical support.

For further assistance, contact the K1x Support Team by clicking on the "Get Help" button on our apps or in our Help Center.

 

Circular 230 Disclosure

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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