FAQ 1126: Budget: Calculate owner only match is disabled or grayed out

Problem: Have a partnership with a safe harbor match. Staff match is allocated during the year. Owner match calculated when k1 is available. Trying to run the budget in ASC and the "Calculate only owner match " is grayed out and I cannot select. We have checked plan specs and nothing looks out of place.

Solution: Change the forf. Allocation method for all sources so not to be 4-reduce to be able to run the budget for that source. Be sure to check the source boxes on the top right, Source 3 and all Match sources should be set to Yes=Forced. Source 2 MUST NOT BE coded as Allocation method 8-NEW COMP.