Merging Imported K-1 Data

It is likely that your software has generated an existing K-1 instance based on the prior year tax return.

The user may have also started to work on the K-1 to enter estimated amounts.

If there are existing K-1s in the tax return, you can employ one of these approaches:

• Scan the existing K-1s for matching EIN and, if joint tax return, recipient SSN. Merge in the new data.
• Prompt the user to identify the K-1 that is the intended imported data destination. Then merge in the new data.

MERGE STRATEGIES

You may let the user choose from the below merge strategies or inform the user that you are employing one of them.

• Imported data will be applied universally and replace any data previously entered.
• Imported data will be applied - except where the user has already entered a value.