Direct K-1: Troubleshooting Tips

The filename for an import file is limited to 30 characters, including the four character filename extension. If the filename does not meet these criteria, the import file will not be uploaded from the user's workstation to the tax application and, consequently, cannot be imported.
The filename can include spaces but cannot include special characters, such as " * / : > < ? \ |.
The header record of an import file must contain six data fields. If the file is in error in this regard, the file will not show up on the import screen when the folder containing the import file is selected.
The last data field in the header record of an import file must contain the replacement flag. If the replacement flag value is not included or is not one of the four (4) acceptable values (M. R, U, S), the file will not show on the import screen when the folder containing the import file is selected.
If the partner information is not flowing into the Organizer from the import file, check to make sure you have the required fields included in the import file. The mandatory field names for partner information to import are as follows:

Form Name: D SCHEDULE K-1/ Field name

PARTNER NAME LN 13 - Name line 1:

Form Name: D SCHEDULE K-1/ Field Name: PARTNER Number 2 - Partner number
If information you are expecting to flow to a line is not showing, be sure that your import file has the correct Form Name and Field Name for the information you are expecting to see on a particular line.
If the partner information populates in the Organizer from the import file, but the Partner SSN/EIN does not populate on the Schedule K-1 tax form, check to make sure that you have the required Partnership Information form/field names included in the *.PX1 import file. The partner’s SSN/EIN will not populate on Schedule K-1 tax form if partnership information is not populated in the locator.

Import/Export/dk1_14.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022