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How to enter Unreimbursed Partner Expenses in SureFire - How to enter Unreimbursed parnter expenses.These instructions are found in the F1 help in SureFire.Unreimbursed partnership expenses.The IRS requires that each of the items above be reported on a separate line on line 28. If you fail to d

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📊 Step-by-Step Guide

Use this when you need to enter unreimbursed partnership expenses so they flow correctly to Schedule E, line 27.

Step 1: Create a K-1 P/S worksheet for each item

Since SureFire fills in line 28 from K-1 worksheets, you should create a K-1 P/S worksheet for each of these items.

• Create the K-1 P/S worksheet so it is the first, second, or third K-1 worksheet you complete.
• This helps ensure it does not get combined with the fourth and all other K-1s on line 28D.

Step 2: Enter the required information on the K-1 worksheet

On the K-1 worksheet, enter the applicable information as follows:

• Enter PYA (prior year amount) or UPE (unreimbursed partnership expenses) in the Name of partnership or S corporation field.
• Enter P (partner) or S (shareholder) in the P/S field.
• Enter the Federal ID (employer identification number).

Step 3: Open Schedule E, page 2 and enter the amount

Close the K-1 worksheet and open Schedule E, page 2.

• On the line where the K-1 data calculates, enter the applicable amount in the correct column, according to the IRS instructions for Schedule E, line 27.
• You will have to press F8 on the field to override before you can type the amount.

Tags: federal,form