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

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

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