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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 export 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. 

Juno also recognizes Schedule K-3 and Schedule 199A/QBI as part of the K-1 family when classifying uploaded documents, so they are labeled correctly in the Doc Type column. Recognition is not the same as extraction - the data on these forms still need to be entered manually.

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.

For more on how Juno routes and processes K-1s, see Juno K-1 Processing Logic Details and Juno<>K-1x. If you are seeing duplicate K-1 forms after an export, see Form Matching during Export to Tax Software. 

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.
  • Blank = not currently extracted; enter this field manually

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

▲

▲

▲

▲

▲
 
Have a question? Please contact Customer Support at support@juno.tax or through live chat in the Juno Web App.