How do I prepare Schedule K-2 and K-3(s) to print as blank with page 1 Item C, lines 1-11 as No, in a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax?

  • Article Type:
  • How To
  • Last Modified:
  • 11/05/2022


Prepare both Schedule K-2 and all Schedule K-3(s) when not required.


  • CCH® ProSystem fx® Tax
  • CCH Axcess™ Tax
  • 1065
  • Partnership
  • Schedule K-2
  • Schedule K-3


There is not currently a 'one-stop' option to generate both the Sch K-2 and the K-3(s) along with it when the passthrough does not have to report any "items of international relevance." 

As a workaround, we can prepare a relatively blank K-2 and K-3s by making a Schedule K-2, Part II, Section 1 - Income, Row Code input with a zero in U.S. Source.
  1. Go to Partners > Schedule K-2 - Distributive Share Items - International Parts I-V worksheet.
  2. Expand Section 2 - Schedule K-2 Part II Section 1 Income.
  3. Select Detail (Interview Form Schedule K-2 > KF-2, boxes 30, 32, and 33).
  4. In Line 1 - Row code, select F4 Lookup value and choose an option from the list.
    • The selection is arbitrary as the input will not flow anywhere, but we can even select Reserved options 9 and 22-24.
  5. In Line 5 - Country Code, select OC.
  6. In Line 7 - U.S. Source, input a zero.
  7. Calculate the return.


  • This method selects Yes to the first two boxes of K-2, page 1, item C and prepares Schedule K-2, pages 1-5, so to complete parts 1, 2 and 3.

Input is available designed to force prepare only the Schedule K-3 for all partners or specific partners:
  1. Go to Partners > General Options worksheet.
  2. Expand Section 1 - Schedules K-1 and K-3 Print Options.
  3. In Line 3 (Interview Form 5, box 35) - Code to produce the Schedule K-3, select F4 Lookup Value and choose from the following two options:
    1. Produce for all partners (default).
    2. Produce for only selected partners.
  4. Go to Partners > Partner Information worksheet (or if selecting to produce for all partners, skip to step 8).
  5. Select Detail.
  6. Expand Section 4 - Other Payments / Printing Percentage Overrides / Other Options.
  7. In Line 17 (Interview Form K-2, boxes 50-66 and 164-196) - Produce the Schedule K-3, select Yes or No.
  8. Calculate the return.


  • Schedule K-2 will not be prepared using this method.

Additional Information

  • The development team is considering enhancement request KL22108L to add a single input to prepare blank Sch K-2 and K-3(s) even when not required.
  Solution Tools
 Solution Id 000204962/000138113
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!