Answered
7203 to K1
Using Lacerte for 1120S returns, form 7203 and state SH summaries end up loading as the first pages of the tax return, requiring us to manually move them to the K1, where they end up appearing before the K1 transmittal letter. Each page needs to be moved individually, so this can take a lot of time if there are multiple partners. It's a big inconvenience.
We either,
1. Need the 7203 and state SH summaries to be automatically placed with the K1 (preferred), or
2. Have the ability to move pages around in the K1, so the form 7203 can be placed BEHIND the transmittal letter.
Comments
Hi Marty,
It sounds like this form may need to be printed with the K1 package in order for it to appear with the K-1s. We may suggest you see within Lacerte if there is a way to print it with the K-1s rather than in the return.
We have seen a lot of requests to allow pages to be moved around within the group section, which would address this issue. Thank you for the suggestion!
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