topic Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I cannot e-file a Pennsylvania Tax Return. Can't this be worked out with Pennsylvania as it is a great waste of time, paper, and postage?? PLEASE!!!! in Get your taxes done using TurboTax

Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I cannot e-file a Pennsylvania Tax Return. Can't this be worked out with Pennsylvania as it is a great waste of time, paper, and postage?? PLEASE!!!!

Ray M — Mon, 16 Mar 2020 22:37:11 GMT

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

JamesG1 — Mon, 16 Mar 2020 23:01:48 GMT

Pennsylvania Department of Revenue personal income tax preparation guide page 4 states:

"NOTE: Federal K-1s are not supported in PA e-File software."

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

Ray M — Fri, 20 Mar 2020 17:57:00 GMT

Thank you for responding to my inquiry about e-filing a PA return with a K-1 form. I did notice a Turbo tax premier K-1 "worksheet for each of my Limited Partnership investments but I don't know if they would be included in the e-file. An executive officer from the PA Dept of Revenue is not sure about its inclusion. Can you determine this for me? Many thanks!

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

ThomasM125 — Sun, 22 Mar 2020 20:02:02 GMT

I suggest you go through the "File" routine in TurboTax, if the schedules are not allowed to be e-filed, you will be instructed to mail the return in.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

Ray M — Sun, 22 Mar 2020 20:20:17 GMT

That is probably my lone option. I can't figure out why TT Premier can not manage this since they already have a "wokrsheet" for K-1s created in the process. How do I recommend that?

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

tspazok1 — Mon, 15 Mar 2021 18:57:31 GMT

Given I have to mail my PA State Tax returns do to having Federal K1's not supported by PA State electronic filing, do I have to also mail in copies of each of my K1's or can I just mail in what Turbo Tax printed out for me to mail in?

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

npierson7 — Mon, 15 Mar 2021 19:03:43 GMT

Yes, you have to add all your K-1 forms when your mail-in your PA state return.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

tspazok1 — Mon, 15 Mar 2021 19:10:33 GMT

Thank You. Can I assume that only the PA Schedule RK-1 form or forms need to mailed to the PA State?

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

Irene2805 — Mon, 15 Mar 2021 19:56:09 GMT

According to Instruction Booklet for the PA-40 [p. 16]:

If you are e-filing your return and have a PA Schedule RK-1 or NRK-1 you don't have to mail in anything.

If you are e-filing your return and have only a federal K-1, [not a PA RK-1 or NRK-1] mail in a copy of the K-1 to PA. [TurboTax does not support attaching PDF copies to personal returns.]

If you are filing a paper return, include the PA RK-1 or NRK-1 (or federal K-1) to the return.

@tspazok1

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

tspazok1 — Mon, 15 Mar 2021 21:58:07 GMT

Thank You so much. After reading the PA 40-IN it states the following:

Copies of PA Schedules RK-1 or NRK-1 must be submitted for each S
corporation, partnership or limited liability company in which you are a
shareholder, partner or member. Copies of PA Schedules RK-1 and
NRK-1 must be submitted with all paper returns filed. Electronically filed
returns do not require the separate submission of these schedules as
they are electronically submitted with the electronic return. In cases where
a PA Schedule RK-1 or NRK-1 is not made available, federal Schedule
K-1 should be provided. Federal Schedules K-1 cannot be used to
prepare electronically filed returns as they cannot be electronically
submitted to the department. However, if the software product being used
supports the attachment of PDF files and the income reported on the
federal Schedule K-1 is converted to and reported by PA classification
rules, a federal Schedule K-1 can be used to prepare electronically filed
returns if the schedule and supporting statements are included with the
PDF attachment feature.

It states IF YOUR SOFTWARE PRODUCT SUPPORTS THE ATTACHMENT OF PDF FILES AND THE INCOME REPORTED ON THE FEDERAL SCHEDULE K-1 IS CONVERTED TO AND REPORTED BY PA CLASSIFICATION RULES, A FEDERAL SCHEDULE K-1 CAN BE USED.

So why doesn't TURBO TAX support the above feature. It would make e-filing my PA taxes simple vs printing them out and making copies of forms and using USPS mailing.

Thanks.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

chasgabriel — Sat, 20 Mar 2021 20:56:10 GMT

For a PA RK-1, where is that info entered in Turbo Tax Premier? Also, my understanding is that this info (different from my Federal 1041 K-1) has to be entered and submitted with a PA Schedule J.

Do I need to print my own Schedule J, complete it, input the info manually in to TurboTax PA and then mail?

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

tspazok1 — Sat, 20 Mar 2021 23:37:16 GMT

I use Turbo Tax Deluxe and all I did was print out my PA State Return from Turbo Tax, made copies of my RK-1's and mail my return. I had no requirements for a schedule J in my case.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

bquinn09 — Thu, 15 Apr 2021 18:02:39 GMT

I have the same question. The Customer Service agent I called asking how to input line 6 from PA RK-1 did not know the answer and couldn't find one. That was 90 minutes wasted. I also read the PA 40 instructions which specifically state attach PA Schedule J for reporting amounts on PA RK-1. Where is PA Schedule J for PA personal income tax returns in TurboTax? It should be easy to find, but it's not. Turbotax, please advise what to do in this case.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

chasgabriel — Thu, 15 Apr 2021 20:43:26 GMT

Hello bquinn09. Not sure where I eventually found the info, but to find the Schedule J for PA in TurboTax:

1.Open your tax file, go to the State.

2.Go to Open Forms (possibly in upper left corner) - (this takes you out of the regular step-by-step process)

3.Either search for Schedule J and find it and click on it - OR -

Open up the PA Individual (click on the + sign), then scroll to find the Schedule J and click on it to open;

There may be other ways to get to the PA Schedule J, but this is the only way that I eventually found it.

Good luck!

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

bquinn09 — Thu, 15 Apr 2021 21:25:42 GMT

Thanks for your reply! Were you using the CD/Download version of TurboTax? I'm using the TurboTax Premier online edition. Those options don't seem to be offered online.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

chasgabriel — Thu, 15 Apr 2021 23:12:46 GMT

Yes, Bquinn09, I am using the CD/Download version of TurboTax Premier.

When you say you are using the online version, is that the free online version? If so, and the problem remains, it may be worth your while to purchase the download version - I have found, somewhat surprisingly, that Amazon seems to have the lowest prices on these.

By the way, you can also find the PA Schedule J on the PA.gov tax forms website - for free!

Again, good luck!

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

bquinn09 — Thu, 15 Apr 2021 23:22:44 GMT

Thanks for your reply. I’m using the paid online version of TurboTax Premier. I’ve used the CD/Download edition in the past, and found it more user-friendly. I may go back.

Looking on Amazon is a good tip!

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

Janice18 — Wed, 11 Aug 2021 20:15:07 GMT

I went into Forms, PA return and chose RK-1 Partnership Worksheet. Right below the address is the Question "Is this information from a Pennsylvania RK-1/NRK-1 (not a Federal K-1). The form said N but I went into the dropdown box and changed it to Y.

When I did that, I ran Review again and now it is allowing me to file PA electronically.

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

tspazok1 — Wed, 11 Aug 2021 21:37:15 GMT

Wow this is great given I have 5 K1’s and will save me from printing and mailing to PA state. Thank you so much for this reply

Re: Returns with K-1 Forms have to be mailed to Pennsylvania - Unless TT Premier has changed, I c...

splion — Sun, 03 Apr 2022 14:33:40 GMT

Great! But was it accepted by Pennsylvania?