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Juno K-1 Support Details

This article goes over the data Juno extracts and exports from K-1 forms.

Juno supports the upload, extraction, and exportation of data from Partnership, Estate and Trust, and S Corp K-1 schedules. While we support these forms extensively, some boxes on the form, detailed K‑1 statements, and separate K‑2 and K‑3 forms still need to be entered manually. State K-1 Information is currently supported for all tax softwares except CCH Axcess.

Important Note: As our AI-driven import and review capabilities continue to evolve, support for these items will change in future releases. We will update this article as those changes come out.

Legend

  • X = Extracted and Exported to Tax Software
  • ▲ = Multiple Federal and State codes are Extracted and Exported. If you would like more information on the specific codes, please ask our AI Help Agent.

1065 K-1 Support Details

Box

CCH Axcess

Drake

Lacerte

ProConnect

Other

Partnership’s Name

X

X

X

X

X

Partnership’s EIN

X

X

X

X

X

IRS Center Where Partnership Filed Return

X

 

X

X

 

Form Filing Type (Taxpayer/Spouse)

X

X

X

X

 

Publicly Traded Partnership

 

X

X

X

X

Partner’s Share of Nonrecourse Liabilities – Beginning

X

 

 

X

 

Partner’s Share of Nonrecourse Liabilities – Ending

X

 

 

X

X

Partner’s Share of Qualified Nonrecourse Financing Liabilities – Beginning

X

 

 

X

 

Partner’s Share of Qualified Nonrecourse Financing Liabilities – Ending

X

 

 

X

X

Partner’s Share of Recourse Liabilities – Beginning

X

 

 

X

 

Partner’s Share of Recourse Liabilities – Ending

X

 

 

X

X

Box 1 – Ordinary Business Income (Loss)

X

X

X

X

X

Box 2 – Net Rental Real Estate Income (Loss)

X

X

X

X

X

Box 3 – Other Net Rental Income (Loss)

X

X

X

X

X

Box 4a – Guaranteed Payments for Services

X

X

 

 

X

Box 4b – Guaranteed Payments for Capital

X

X

 

 

X

Box 4c – Total Guaranteed Payments

X

 

X

X

 

Box 5 – Interest Income

X

X

X

X

X

Box 6a – Ordinary Dividends

X

X

X

X

X

Box 6b – Qualified Dividends

X

X

X

X

X

Box 6c – Dividend Equivalents

 

X

 

 

 

Box 7 – Royalties

X

X

X

X

X

Box 8 – Net Short-Term Capital Gain (Loss)

X

X

X

X

X

Box 9a – Net Long-Term Capital Gain (Loss)

X

X

X

X

X

Box 9b – Collectibles (28%) Gain (Loss)

X

X

X

X

X

Box 9c – Unrecaptured Section 1250 Gain

X

X

X

X

X

Box 10 – Net Section 1231 Gain (Loss)

X

X

X

X

X

Box 11 – Other Income (Loss)

▲

▲

▲

▲

▲

Box 12 – Section 179 Deduction

X

X

X

X

 

Box 13 – Other Deductions

▲

▲

▲

▲

▲

Box 14 – Self-Employment Earnings (Loss)

▲

▲

▲

▲

▲

Box 15 – Credits

▲

▲

▲

▲

▲

Box 17 – AMT Items

▲

▲

▲

▲

▲

Box 18 – Tax-Exempt Income & Nondeductible Expenses

▲

▲

▲

▲

▲

Box 19 – Distributions

▲

▲

▲

▲

▲

Box 20 – Other Information

▲

▲

▲

▲

▲

Box 21 – Foreign Taxes Paid or Accrued

 

 

X

X

X

1120-S K-1 Support Details

Box

CCH Axcess

Drake

Lacerte

ProConnect

Other

S Corporation’s Name

X

X

X

X

X

S Corporation’s EIN

X

X

X

X

X

IRS Center Where S Corp Filed Return

X

 

X

X

 

Form Filing Type (Taxpayer/Spouse)

X

X

X

X

 

Shareholder’s Number of Shares (Beginning & Ending)

X

 

 

 

 

Loans from Shareholder – Beginning

X

 

 

 

X

Loans from Shareholder – Ending

X

 

 

 

X

Box 1 – Ordinary Business Income (Loss)

X

X

X

X

X

Box 2 – Net Rental Real Estate Income (Loss)

X

X

X

X

X

Box 3 – Other Net Rental Real Estate Income (Loss)

X

X

X

X

X

Box 4 – Interest Income

X

X

X

X

X

Box 5a – Ordinary Dividends

X

X

X

X

X

Box 5b – Qualified Dividends

X

X

X

X

X

Box 6 – Royalties

X

X

X

X

X

Box 7 – Net Short-Term Capital Gain (Loss)

X

X

X

X

X

Box 8a – Net Long-Term Capital Gain (Loss)

X

X

X

X

X

Box 8b – Collectibles (28%) Gain (Loss)

X

X

X

X

X

Box 8c – Unrecaptured Section 1250 Gain

X

▲

X

X

X

Box 9 – Net Section 1231 Gain (Loss)

X

X

X

X

X

Box 10 – Other Income (Loss)

▲

▲

▲

▲

▲

Box 11 – Section 179 Deduction

X

X

X

X

 

Box 12 – Other Deductions

▲

▲

▲

▲

▲

Box 13 – Credits

▲

▲

▲

▲

▲

Box 15 – Alternative Minimum Tax (AMT) Items

▲

▲

▲

▲

▲

Box 16 – Items Affecting Shareholder Basis

▲

▲

▲

▲

▲

Box 17 – Other Information

▲

▲

▲

▲

▲

1041 K-1 Support Details

Box

CCH Axcess

Drake

Lacerte

ProConnect

Other

Estate’s or Trust’s Name

X

X

X

X

X

Estate’s or Trust’s EIN

X

X

X

X

X

Beneficiary Status (Domestic / Foreign)

X

 

 

 

 

Form Filing Type (Taxpayer/Spouse)

X

X

X

X

 

Activity Type

X

 

 

 

 

Box 1 – Interest Income

X

X

X

X

X

Box 2a – Ordinary Dividends

X

X

X

X

X

Box 2b – Qualified Dividends

X

X

X

X

X

Box 3 – Net Short-Term Capital Gain

X

X

X

X

X

Box 4a – Net Long-Term Capital Gain

X

X

X

X

X

Box 4b – 28% Rate / Collectibles Gain

X

X

X

X

X

Box 4c – Unrecaptured Section 1250 Gain

X

X

X

X

X

Box 5 – Other Portfolio & Nonbusiness Income

X

X

X

X

X

Box 6 – Ordinary Business Income

X

X

X

X

X

Box 7 – Net Rental Real Estate Income

X

X

X

X

X

Box 8 – Other Rental Income

X

X

X

X

X

Box 9 – Directly Apportioned Deductions

▲

▲

▲

 

▲

Box 10 – Estate Tax Deduction

X

X

X

X

X

Box 11 – Final Year Deductions

▲

▲

▲

X

▲

Box 12 – Alternative Minimum Tax (AMT) Items

▲

▲

▲

X

▲

Box 13 – Credits & Credit Recapture

▲

▲

▲

▲

▲

Box 14 – Other Information

▲

▲

▲

▲

▲