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New Member
posted Mar 23, 2024 10:17:17 AM

filing personal taxes after business taxes are done (S corp)

I am having a hard time getting our personal taxes finished with the information that our business accountant provided for our S-Corp.  I currently have turbotax deluxe, but I am wondering if a different platform would help with all of the nuances that I am being asked from the K-1 information.  It isn't just rolling over and I am having a hard time finding the correct information.  Specifically related to box 17 AC & ZZ and the shareholder loan data.

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Expert Alumni
Mar 24, 2024 12:11:19 PM

If the entries for Schedule K-1 are causing difficulty, you may consider upgrading to TurboTax Live for TurboTax Online. This online service provides step-by-step guidance from a tax expert whenever you need assistance, either over the phone or by screensharing.

 

Your other option is to upgrade to TurboTax Home & Business, which has extended interviews and help for business-related entries.