ATX Partnership return issue - no partner info

[BulldogTom]

If you are going to do a partnership return, your partner information will not show up.  There is a KB article on this on the ATX support site and it is discussed on the "other" board.  To fix the issue, you have to go into 2014, uncheck the complete button on the return you are going to roll over, open up the return, save it, and then go into 2015 and roll the return.

Hope this helps someone before they finish a chunk of a return and lose their work because they have to roll the return again to get the partner information to come across.

Tom
Newark, CA

[Margaret CPA in OH]

Thanks for this tip, Tom.  How crazy is this?  I always hate to uncheck the Completed button as that usually brings in updated forms, etc.  Wouldn't it also work to duplicate the return so the originally filed return remains intact?  There may be no actual changes but it still makes me skittish.

[JMovichEA]

I thought this issue only affected partnership returns completed last January. I have rolled over two partnership returns and the partners information was there.

[Abby Normal]

You are correct JMovich. Procrastination pays off sometimes.

 

[mcb39]

1 hour ago, Abby Normal said:

You are correct JMovich. Procrastination pays off sometimes.

 

This year we have one month less to procrastinate on Partnerships.  They are due March 15th.

[jasdlm]

38 minutes ago, mcb39 said:

This year we have one month less to procrastinate on Partnerships.  They are due March 15th.

I thought this went into effect for the 2016 tax year (2017 filing season).

[jklcpa]

2 hours ago, jasdlm said:

I thought this went into effect for the 2016 tax year (2017 filing season).

That is correct. The due date changes are for tax years AFTER Dec 31 2015.