Hey guys,
I finally found a program that can out put the amounts from a schedule k-1 form. Now comes the hard part, adding logical formulas.
Some of the line items either have an amount to or not. What the pdf2xl program does is output where if the line item has an amount to it, it would add the amount right below the line item. If it doesn't have an amount, it would just add the next line item underneath. Question is what is a good approach to get this to automate, so if line items have an amount, then that amount is known to be line item cell above. Here comes the tricky part as well, some line items have alphabets to them, so a particular line item say 11 would have A-F or line 13 would have A-W. What is a good way to have the line item output the line item + alphabet?
Column A & C = Line Item
Column B & D = Alphabet
Link to the IRS form http://www.irs.gov/pub/irs-pdf/f1065sk1.pdf
Thanks in advance
Excel 2010
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Excel 2010
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I finally found a program that can out put the amounts from a schedule k-1 form. Now comes the hard part, adding logical formulas.
Some of the line items either have an amount to or not. What the pdf2xl program does is output where if the line item has an amount to it, it would add the amount right below the line item. If it doesn't have an amount, it would just add the next line item underneath. Question is what is a good approach to get this to automate, so if line items have an amount, then that amount is known to be line item cell above. Here comes the tricky part as well, some line items have alphabets to them, so a particular line item say 11 would have A-F or line 13 would have A-W. What is a good way to have the line item output the line item + alphabet?
Column A & C = Line Item
Column B & D = Alphabet
Link to the IRS form http://www.irs.gov/pub/irs-pdf/f1065sk1.pdf
Thanks in advance
Excel 2010
| A | B | C | D | |
|---|---|---|---|---|
| 1 | 1 | Ordinary business income (loss) | 15 | Credits |
| 2 | 2 | Net rental real estate income (loss) | ||
| 3 | 3 | Other net rental income (loss) | 16 | Foreign transactions |
| 4 | A | OC | ||
| 5 | 4 | Guaranteed payments | ||
| 6 | B | 4159 | ||
| 7 | 5 | Interest income | ||
| 8 | H | 923663 | ||
| 9 | 6a | Ordinary dividends | ||
| 10 | 6b | Qualified dividends | ||
| 11 | 7 | Royalties | ||
| 12 | 8 | Net short-term capital gain (loss) | ||
| 13 | 9a | Net long-term capital gain (loss) | 17 | Alternative minimum tax (AMT) items |
| 14 | * | -923663 | ||
| 15 | 9b | Collectibles (28%) gain (loss) | ||
| 16 | 9c | Unrecaptured section 1250 gain | ||
| 17 | 10 | Net section 1231 gain (loss) | 18 | Tax-exempt income and |
| 18 | nondeductible expenses | |||
| 19 | 11 | Other income (loss) | ||
| 20 | F* | 4159 | ||
| 21 | 19 | Distributions | ||
| 22 | 12 | Section 179 deduction | ||
| 23 | 13 | Other deductions | ||
| 24 | K* | 13718 | 20 | Other information |
| 25 | W* | 5854 | B | 13718 |
| 26 | 14 | Self-employment earnings (loss) | ||
| 27 | *See attached statement for additional information. |
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Sheet1
Desired End Result:Excel 2010
| G | H | I | J | |
|---|---|---|---|---|
| 1 | 1 | Ordinary business income (loss) | 15 | Credits |
| 2 | 2 | Net rental real estate income (loss) | ||
| 3 | 3 | Other net rental income (loss) | 16 | Foreign transactions |
| 4 | A | OC | ||
| 5 | 4 | Guaranteed payments | ||
| 6 | B | 16B | ||
| 7 | 5 | Interest income | ||
| 8 | H | 16H | ||
| 9 | 6a | Ordinary dividends | ||
| 10 | 6b | Qualified dividends | ||
| 11 | 7 | Royalties | ||
| 12 | 8 | Net short-term capital gain (loss) | ||
| 13 | 9a | Net long-term capital gain (loss) | 17 | Alternative minimum tax (AMT) items |
| 14 | * | 9a* | ||
| 15 | 9b | Collectibles (28%) gain (loss) | ||
| 16 | 9c | Unrecaptured section 1250 gain | ||
| 17 | 10 | Net section 1231 gain (loss) | 18 | Tax-exempt income and |
| 18 | nondeductible expenses | |||
| 19 | 11 | Other income (loss) | ||
| 20 | F* | 11F* | ||
| 21 | 19 | Distributions | ||
| 22 | 12 | Section 179 deduction | ||
| 23 | 13 | Other deductions | ||
| 24 | K* | 13K* | 20 | Other information |
| 25 | W* | 13W* | B | 20B |
| 26 | 14 | Self-employment earnings (loss) | ||
| 27 | *See attached statement for additional information. |
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Sheet1
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