K-1 Export File Checklist
Before you create export files, ensure that none of the circumstances listed below exists. Export files are not created if any one of the listed items occurs.
- The target return is not for the same client ID used in the source return.
- The maximum number of 36 export files that can be created has been exceeded.
- The target return is in use.
When export files are not created, the K-1 Export Files Not Created message box displays, listing the reason the files were not created.
If you are exporting data for import into another tax return, also see Setting up a K-1 Data Export from One Return to Another Return.