How do I add a partner to a 1065 return using worksheet view?
- Go to the Partners > Partner Information worksheet.
- In the Partner Summary section, select a blank row for the new partner information.
- Click Detail located in the upper left corner of the grid.
- Select Section 1 - Basic Partner Data.
- In Lines 1-17 - Basic Partner Data, enter the appropriate information.
- In Line 18 - Partner Residency, enter the appropriate information.
- In Lines 19-21 - Beginning Partner Percentages, do not enter values for the new partner.
- Select Section 1 - Basic Partner Data.
- Calculate the return.
Notes
- On the blue bar located above section 1 - Basic Partner Detail, you can do the following:
- Use the Previous Arrow and Next Arrow icons to navigate through the existing partners or to locate a blank partner screen to enter a new partner.
- Click Add to add a new partner if no blank forms are still available.
- Click Delete to remove an existing partner. Deleting the partner information in this location will not change any other information in the return.
Solution Id | 000170211/000082114 |
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