I am a user, not a tech expert or cpa.
I have been on several calls for hours with no solution. Finally, on Sunday 3/17, I spent 4 hours with support on phone and eventually, it was solved with the following. It took 2 support persons, first for 3 hours and an additional support person who is CPA for 1 hour.
1/ manual software patch update done through support email link because the tool
did not do that thru the menu. Windows 11 required some kind of compatibility controller help
which the support phone person walked me through
2/ Changed AG & AF categories to zz with respective amounts. Software supposedly creates form 3468
with that.
3/ For all K1's, deleted all 0's even though they are in K1 because the software can not
handle 0's. Also, I had to make those categories blank by using down arrow and choosing blank at
the top for each.
4/ Software combines AH to ZZ codes and creates a total amount.
In the BOX 20 additional info screen, I used the fields at the bottom called 'other descriptions'
to place each zz code description & amount [from K1] until it totalled that amount
For what I had to go though, I am disappointed in the TurboTax's handling of K1s and related issues.
All the calls and support team efforts could have been prevented if the software was tested with actual K1's instead of having the users find the bugs.
