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New Member
posted Feb 16, 2024 8:50:07 AM

Filing an extension with outstanding K1 forms

I generally need to file an extension because K1 forms haven't arrived in time for April 15.  Can I tell Turbotax to use last year's K1 info in order to estimate if I need to send a payment with my extension?  That would be really useful - copy last year's K1 data and flag it as 'needs review' as with other info copied from last year's return.

 

 

 

 

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3 Replies
Expert Alumni
Feb 17, 2024 8:19:05 AM

At this time, the Schedule K-1 section of TurboTax is not available for entry. For this reason, you wouldn't be able to enter last year's K-1 information to use for estimating your tax liability. 

However, you could enter the taxable income from the prior year K-1 under Other Common Income (without a 1099) and see how that affects your tax due. Just remember to delete this information when you enter the current year K-1.

 

Finally, if the K-1 income is a very small portion of your total income, you won't incur an underpayment penalty if you paid 90% of your estimated tax or 100% of the tax shown on your 2022 return.

New Member
Feb 17, 2024 10:25:39 AM

why isn't k1 available for entry?

Expert Alumni
Feb 18, 2024 6:30:35 AM

The K-1 section in TurboTax is unavailable due to working on updates for recent tax law changes.  

 

If you go to the K-1 section in your return and indicate which type of K-1 you need to enter, there should be a link to use where you can enter your email address to be notified when the section is ready.  

 

@freedml