K-1 import

[stevemey]

Last year I had two K-1s that I input manually.  This year they can both be imported.

The first one combined the data for 2020 with the data from 2019 so I still have my carry-forwards.

The second import created a new K-1 so I have to either enter the new data with the 2019 shell or enter the 2019 data in the 2020 import.  How do I choose which one to use so that when I do 2021 the new data will be combined with the 2020 data?  (so I'm less likely to mess things up.)

[WendyN2]

Given that you are looking to import again next year, I would highly suggest that you enter the new data with the 2019 shell so that it is actually carrying forward to the 2020 correctly, and thus will (in theory) carry forward to 2021 correctly. Having said that, I would have manually input again but that is just based off of my experience with many other tax preparation software systems. K-1 information is much more likely to be completely accurate if manually input into your 1040 questionnaire.