When attempting to deliver an entity a return, you may see the error message "Please select Partner Type."
This message indicates that one or more K-1 packages do not have a Partner Type selected.
This can happen if the package is missing an SSN/EIN. If there is no SSN/EIN, the system is not able to determine if the package is for an individual or an entity.
A Partner Type and SSN/EIN are required to deliver the return. If no SSN/EIN is present, the error message "Please enter a valid SSN/EIN." appears.
To correct this issue:
- Navigate to the K-1s tab during processing.
- Click a K-1 Bookmark in the left panel to open the Partner Information panel.
- Select a Partner Type from the drop-down.
- Enter a valid SSN/EIN.
- Repeat steps 1-4 for each K-1 package in the return.
The return can now be delivered.
If the K-1 recipient does not have an SSN or EIN, a placeholder number can be used. This placeholder number will be associated with that K-1 recipient's email address, so the same placeholder should not be used for multiple recipients.