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84.12. Reporting Transactions on Schedule K

Schedule K on the New York State report is meant for Loan Liabilities/Loans Forgiven. Below there will be examples of how it will look on the report as well as the data points that it pulls from the record. 

 

1 - Name of the record that the loan was recorded on. This can be edited by searching for the name of the transaction with the search tool. From there you can edit the name and address on the record.

2 -  Date and amount of loan forgiveness. This can be found by searching for the record the loan is associated with. From there you can use to transaction tab to open up the transaction and edit all of the information.