7204 MEM Posted February 26, 2014 Report Share Posted February 26, 2014 Looks like only one cell is available to enter all Unreimbursed Partnership Expenses in ATX. I'l like to attach a schedule of the detail supporting that number and have it print with the return as a statement. Does anyone do this and if yes, where do you enter the detail? Quote Link to comment Share on other sites More sharing options...
joanmcq Posted February 27, 2014 Report Share Posted February 27, 2014 You can do an itemized list and I believe that's one of the options for printing. Right click on the cell and choose 'itemized list' to create. Not sure about printing though. Quote Link to comment Share on other sites More sharing options...
7204 MEM Posted February 27, 2014 Author Report Share Posted February 27, 2014 Can you tell me where to find the itemized list. When I right click on the UPE cell on the 1065 K-1 input screen, the "Itemized List" choice is gray & unavailable. Ditto for the "Text List" and "Custom List" - both gray and unavailable. Quote Link to comment Share on other sites More sharing options...
jshtax Posted February 27, 2014 Report Share Posted February 27, 2014 Just keep a list in files and insert # on k1 input. I have put info on 2106 and 0 out with reimbursements then put that # on k1. Quote Link to comment Share on other sites More sharing options...
7204 MEM Posted February 28, 2014 Author Report Share Posted February 28, 2014 I already have a list. I want it as a supporting schedule to the tax return. Anyone else know if this can be done in ATX? Quote Link to comment Share on other sites More sharing options...
joanmcq Posted February 28, 2014 Report Share Posted February 28, 2014 You can add any kind of statement with the 'statements/elections' form. 2 Quote Link to comment Share on other sites More sharing options...
Randall Posted February 28, 2014 Report Share Posted February 28, 2014 Here's how I did it. Add Elections from forms. In Elections, click on tab for blank statements at bottom and create a Statement. I named it Sch E, Page 2, Line 28C, Such & Such Expense. You have to input the expense description and amounts on the statement and total it yourself, adding a line for Total. Enter the total amount manually in the K-1 input screen for partner unreimbursed expense. They don't link so you have to manually check that the numbers are the same. This way, I get a statement I can print and include with the return. Quote Link to comment Share on other sites More sharing options...
7204 MEM Posted March 2, 2014 Author Report Share Posted March 2, 2014 Thank you, although a bit clunky, the "Elections" did the job. Quote Link to comment Share on other sites More sharing options...
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