Special allocation isn't correct

The Allocation Display feature can help determine why an amount didn't carry to the K-1 as expected.
If, after computing the return, you find the amount carrying to the partners isn't correct in
Tax Forms
,
Federal
,
Partner Review
,
Columnar Review
,
Income
, view the allocation display detail.
Check to see if the allocation code was used at 2 different levels of detail. A typical place for this to happen is in
Organizer
,
Schedule K
. If you find this to be the case:
  • the special allocation code must be removed from the detail amount(s) or
  • the special allocation code must be removed from
    Organizer
    ,
    Schedule K
    and applied at the detail level.
You'll also want to verify special allocation codes that were created using amounts can only be applied to items with the same/totaled amount. Special allocation codes that were created using percentages can be used as many times as needed.

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