PatriciaV
Expert Alumni

Self employed

@walmj @tlieuran

We have tested transferring prior year K-1 data but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2021" file to test further.

 

If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, here are the instructions: 

 

Go to Online in the TurboTax Business header. 

  1. Choose Send Tax File to Agent.
  2. You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear. 
  3. Reply to this thread with your Token number.  

This diagnostic copy (numbers only; no personal info) of your tax file will allow us to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution. 

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