Why Are There Missing Investments in the K-1 Line Item Summary Report?

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Issue:

The exported K-1 Line Item Summary report is missing investments, I cannot find them listed in the report.

Solution:

There are three options for investment form type, please be sure that the correct option is selected in the dropdown:

Investment Form Type Options:

• Form 1065
• Form 1041
• Form 1120S

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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