1040-US: Schedule K-1 financial data not shared

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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.


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


Schedule K-1 financial data can be shared among all 1040, 1041, 1065, and 1120 clients. (Note that financial data can be transferred into 1120C and 1065-B clients, but it cannot be transferred out of these clients.) The following are reasons why all or some Schedule K-1 financial data is not shared between clients.

All data is not shared

Some data is not shared

Related topic: Schedule K-1 data sharing FAQs (1040)

Share This