California K-1 Partner - No e-File Option

[apiacono]

Hello,

I have been using TurboTax for a few years now, but this year it appears that e-Filing the California K-1 Partner form is not supported. Is this true? Also, if I want to file my California return electronically, but mail the California K-1 Partner, how would I go about that using TurboTax?

Thanks!

Anthony

[PatriciaV]

You do not need to include your California Sch K-1 with your personal California tax return.

Per the California Partner’s Instructions for Schedule K-1 (565):

"The partnership uses Schedule K-1 (565), Partner’s Share of Income, Deductions, Credits, etc., to report your distributive share of the partnership’s income, deductions, credits, etc. Keep the Schedule K-1 (565) for your records. Information from the Schedule K-1 (565) should be used to complete your California tax return. However, do not file the schedule with your California tax return. The partnership has filed a copy with the FTB."

[apiacono]

Hey Patricia,

That makes sense, and matches what my understanding typically is. However, why is TurboTax insisting that I file this along with my personal tax return? It will not proceed with filing as a result.

Anthony

[PatriciaV]

Would you please post a screenshot of the message you receive when you try to e-file without the California K-1? There are updates pending for California returns, and perhaps this is one to be addressed.

[apiacono]

Sure! For additional context, I entered the information from my K-1 that I received from my LLC perfectly fine in the federal section.

[PatriciaV · Accepted solution]

Because the final form won't be released until February 10, 2022, you may wish to wait until Friday and try to e-file again.

If it still doesn't work, please obtain a Token and post in this thread. This will send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

Go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

[apiacono]

Sounds good! I'll report back on the 10th. Granted, I have to wait until March 3rd for another form to be available, but hopefully some progress is made then.

[apiacono]

Hey @PatriciaV! Good news, this morning when I logged in, I see this message instead:

So it looks like the California update this morning got rid of the issue surrounding the California K-1 stuff. I still can't file until March 3rd, but this is good progress!

Cheers.