Planner CS Export for 1040

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Planner CS Export for 1040: Charts * Planner CS: Creating an Export

Scope of the Export

Thomson Reuters offers a utility for exporting Form 1040 information to the Planner CS 1040 application in the form of a text file that is compatible with and can be opened by the Planner CS application.

We make every effort to ensure the accuracy of the export, but there are many instances where there is not a one-to-one relationship between the manner in which we categorize and store information and the presentation of data by the Planner CS application. In these cases, we can only exclude the data element(s) from the export.

Because of these fundamental differences between our compliance data and Planner CS planning data requirements, our export to the Planner CS file is not all inclusive. The following charts detail the data exported by Thomson Reuters to the Planner CS file.

Updates

Modifications of, additions to, and deletions of our data exported to the Planner CS 1040 application may occur from time to time.

If so, the changes will be released with the regularly scheduled 1040 application releases, and this help system will be modified accordingly.

Known Limitations

1040 K-1 On the K-1, collectibles (28%) have the potential of doubling up. Please review the input.

The greater the number of K-1 activities, the greater the difference between GoSystem Tax and Planner CS. This generally has had to do with activities that are retired, unlocking of losses, and tracking of basis, at-risk, and passive losses differently.

1041 K-1 1041 K-1s are not supported.

Import/Export/planner_1.htm/TY2021

Last Modified: 07/22/2021

Last System Build: 10/18/2022