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CCH Axcess Tax

Form K-1 Reconciliation

The printing of this form can be controlled using Federal - Partners - General Options - Global option for printing State K-1 reconciliation, or Federal - Common State - State/City Generation - State K-1 reconciliation print options.

Government Form CCH Axcess Input
  Worksheet Section Field
Partner's name   Partners > Partner Information Partner Summary > Detail > Basic Partner Data Entity or First Name, Last Name, Name (Continued)
Partner's identifying number   Partners > Partner Information Partner Summary > Detail > Basic Partner Data SSN / EIN
1.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L1 Ordinary Income
2.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L2 Rental Real Estate
3.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L3 Other Rental Income
4.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L4 Guaranteed Payments
5.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L5 Interest
6a.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L6a Dividends
6b.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L6b Qualified Dividends
7.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L7 Royalties
8.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L8 Short-Term Capital Gain (Loss)
9a.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L9a Long-Term Capital Gain (Loss)
9b.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L9b Collectibles (28%) Cap. Gain (Loss)
9c.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L9c Unrecaptured Sec. 1250 Gain
10.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L10 Section 1231 Gain (Loss)
11.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L11A - L11E
11F.   Partners > Federal / State Schedule K-1 Overrides Schedule K-1 L11F Other Income  
OR
  Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L11F - override
12.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L12 Sec. 179 Deduction
13.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L13A - L13V
13W.   Partners > Federal / State Schedule K-1 Overrides Schedule K-1 L13W Other Deductions  
OR
  Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L13W - override
14.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L14A - L14C
15.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L15A - L15O
15P.   Partners > Federal / State Schedule K-1 Overrides Schedule K-1 L15P Other Credits  
OR
  Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L15P - override
16.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L16A - L16Q
17.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L17A - L17E
17F.   Partners > Federal / State Schedule K-1 Overrides Schedule K-1 L17F Other AMT  
OR
  Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L17F - override
18.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L18A - L18C
19.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L19A - L19C
20.   Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L20A - L20X
20Y.   Partners > Federal / State Schedule K-1 Overrides Schedule K-1 L20Y Other Information  
OR
  Partners > Federal / State Schedule K-1 Overrides Federal / State Schedule K-1 Overrides L20Y - override
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