I am using Turbotax Business 2023. We added a new member to the LLC last year, and when I am trying to add them the two boxes "This is member's first year as a member" and "The member left the company this year" automatically are checked and I cannot uncheck them
We have confirmed the issue you see in your partnership return and are looking into a possible fix.
In the meantime, here is a work-around that will give you the result you need without causing any form errors.
You will need to adjust the ending ownership/profit/loss percentages for all partners so that the totals at the bottom of the Sch K-1 Wks are all 100%. If you see a form with a red exclamation mark or a field in red, click the Errors icon above the forms list to open a footer that describes all errors for that form.
Note that checking the box for change of ownership serves to create the Allocation Worksheet and nothing more. You do not need to report a change in ownership on the return, other than the check boxes on each K-1.
For any box on a form, you can right-click on the box and choose About to obtain more information on what to enter. Any box highlighted in yellow will accept direct input. Green numbers were carried over from last year; blue numbers are direct input. Black numbers are calculated and cannot be changed.
More help:
We have tested this situation in an LLC 1065 return but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2023" file to test further.
If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:
In TurboTax Desktop, open your return and go to Online in the TurboTax header.
We will then be able 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.
We have confirmed the issue you see in your partnership return and are looking into a possible fix.
In the meantime, here is a work-around that will give you the result you need without causing any form errors.
You will need to adjust the ending ownership/profit/loss percentages for all partners so that the totals at the bottom of the Sch K-1 Wks are all 100%. If you see a form with a red exclamation mark or a field in red, click the Errors icon above the forms list to open a footer that describes all errors for that form.
Note that checking the box for change of ownership serves to create the Allocation Worksheet and nothing more. You do not need to report a change in ownership on the return, other than the check boxes on each K-1.
For any box on a form, you can right-click on the box and choose About to obtain more information on what to enter. Any box highlighted in yellow will accept direct input. Green numbers were carried over from last year; blue numbers are direct input. Black numbers are calculated and cannot be changed.
More help:
Yes. After answering "Yes" to the change in ownership question. The new partner has zero ownership at the beginning of the year so the 1st year box is checked. The new partner also has zero end of year ownership (so last year box is checked) until you get to the interview area to add/change the ownership percentages as of the date the new partner is added. Once you give the new partner a percentage of ownership the last year checkbox goes away.
The forms mode procedure outlined by @PatriciaV accomplishes the same task. This is a weighted allocation experience and seems to be working as advertised.