Schedule K-1 data sharing FAQs (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

How is partner and shareholder basis information shared from 1065 and 1120S clients to 1040 clients?

Why is all or some Schedule K-1 financial data not shared?

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