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Error when trying to efile 2021 business taxes due to designation of partnership representative

You're not understanding the issue.  We have two individual partners who are both people.  However, when I got through the Step By Step process for the partner member and uncheck the "This member is not a person.   It is an LLC or other business entity." box and save it it's changing that to be marked true.

 

Where do I uncheck this within the forms as the step by step doesn't work.  

 

I've used Turbo Tax business since 2005 for this business and never had this issue and am about to find a new tax package.

PatriciaV
Expert Alumni

Error when trying to efile 2021 business taxes due to designation of partnership representative

@janefuhrman

 

According to the On-Demand Guidance within TurboTax Business for the Designation of Partner Representative (right click on PR Name at the bottom of Form 1065 p1-3) --

 

To designate a partnership representative, either complete Part V of the Partnership Information Worksheet and check the Partnership Representative (PR) box or check the "PR" (Partnership Representative) box for a partner on the Schedule K-1 Worksheet.

 

Note: If the partnership representative is an entity, complete the information for the individual that the partnership designates to act on the entity's behalf.

 

Because you prepare Schedule K-1 for at least one trust, you cannot opt out of the Centralized Partnership Audit Regime (Form 1065 p1-3 Line 29), which could resolve the situation.

 

Instead, open Forms Mode and confirm that the two forms mentioned above (Partnership Information Worksheet and Schedule K-1 Worksheet) contain the correct information. 

 

The PR checkbox on Schedule K-1 Worksheet is in the right-hand column under the Profit/Loss percentages as "Check applicable boxes:"

 

On the Information Worksheet, Part V, confirm that there is no SSN under the Member's information. Both the LLC Member and PR boxes must be checked.

 

Do not return to the Step-by-Step section for Partner/Member Information in case this action is resetting your entries. Save your return. Close, reopen, and run Federal Review again.

 

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BL1951
Returning Member

Error when trying to efile 2021 business taxes due to designation of partnership representative

This is an extremely frustrating flaw in the program. I enter my revocable trust as an entity that is the PR. The program claims I committed an error when I put in my individual name as the person signing for the PR. If I leave that blank, the program claims I committed an error because I DID NOT put in an individual name as the person signing for the PR. It is a circular problem that is prohibiting me from efiling.  And it is of no importance which is probably why the flaw still exists. Please give me some advice. Thanks

AliciaP1
Expert Alumni

Error when trying to efile 2021 business taxes due to designation of partnership representative

It would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue.

 

You can 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: 

 

At the top menu in the black line at the top of the page go to Online. 

  1. From the menu, select Send Tax File to Agent. 
  2. You will see a message explaining what the diagnostic copy is.  Click Send and then you will get a Token number. 
  3. 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.

 

@BL1951

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Error when trying to efile 2021 business taxes due to designation of partnership representative

This is a known error/bug in TurboTax and there is a workaround (from last year) that allowed me to file my taxes.  We have already sent a ".tax2021" without resolution.  You should be pointing users to the workaround instead of offering to troubleshoot this issue.

BL1951
Returning Member

Error when trying to efile 2021 business taxes due to designation of partnership representative

Can you give me the work around? 

Error when trying to efile 2021 business taxes due to designation of partnership representative

The link to the workaround was posted by me on this thread a month ago.  Good luck.  Rob

Error when trying to efile 2021 business taxes due to designation of partnership representative

Confirmed that unchecking the box (PR)  on the old member's K1 and checking the box (PR) on the new member to be the PR worked.

 

https://ttlc.intuit.com/community/taxes/discussion/efiling-2020-turbotax-business-software-error-due...

Error when trying to efile 2021 business taxes due to designation of partnership representative

Still an issue. I've tried all the resolutions. Paper filing once again until this is fixed....which it hasn't now for over 3 years. 

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