Issue: An individual client who is required to file form 8865 with schedule K-2 and K-3. Where to find the schedule K-2 and K-3?

 

Solution:

The input for Sch K-3 will come from within the Sch K-1 input in Organizer | Income | Schedule K-1 | (name) | Schedule K-1 Information | SE/Credits/Foreign Tax CR (tab). At the bottom of this page you can mark the box for ‘Schedule K-3 is attached’ and click the link which navigates to the next tab. On the Activity Information tab you can mark the box for ‘Foreign Partnership’ if the Schedule K-1 is a foreign partnership.

 

Table

Description automatically generated



The Schedule K-2 is specifically for pass-through entity reporting and that the Schedule K-2 summarizes the Schedule K-3’s prepared by the pass-through entity.