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

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Question

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

Answer

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)

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