Unreimbursed Partnership Expenses (UPE) detail?

[7204 MEM]

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?

[joanmcq]

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.

[7204 MEM]

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.

[jshtax]

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.

[7204 MEM]

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?

[joanmcq]

You can add any kind of statement with the 'statements/elections' form.

[Randall]

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.

[7204 MEM]

Thank you, although a bit clunky, the "Elections" did the job.