Printing the K-1 Package in Lacerte

Table of contents:

For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.

How do I print the Schedule K-1, K-1 slip sheet, and K-1 letter for each partner, shareholder, or beneficiary?

The Schedule K-1, K-1 slip sheet, and K-1 letter can be printed for each partner, shareholder, or beneficiary separately from the return.

Solution #1 - To set a global option for printing Schedule K-1:

1. Select Settings.
2. Select Options.
3. Select the Items to Print tab.
4. Locate the Copy section from the top left navigation panel.
5. Select Addtl K-1 Package.
6. Check all applicable boxes.
7. Select OK to save changes.
8. Select the Clients tab (to view the list of your clients).
9. Highlight the returns you want to print.
10. Select Print.
11. Select Tax Return.
12. Locate the Return section.
13. Select K-1 package only.
14. Select the applicable print to option under the Return Options section.
    • Printer
    • File (PDF)
    • Email (PDF)
    • DMS (if applicable)
15. Enter the number of Copies to print.
16. Select OK.

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Solution #2- For a one time print of the Schedule K-1 for specific partners, shareholders, or beneficiaries:

1. Select the Clients tab (to view the list of your clients).
2. Highlight the returns you want to print.
3. Select Print.
4. Select Tax Return.
5. Locate the Return section.
6. Select Partial Return.
7. Select the Sch K-1 folder.
8. Select the applicable print to option under the Return Options section.
   • Printer
   • File (PDF)
   • Email (PDF)
   • DMS (if applicable
9. Enter the number of Copies to print.
10. Select OK

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Troubleshoot K-1 package delivery issues

If the K-1 package fails to send, follow these steps:

1. Try printing the K-1 package to PDF. If the PDF generates successfully, the issue is likely with the delivery method (email or printer) rather than the return data.
2. If the PDF fails to generate, run a PDF repair:
3. Close Lacerte.
4. Open the Windows search bar and type Lacerte PDF Repair.
5. Run the Lacerte PDF Repair utility.
6. Once the repair is complete, reopen Lacerte and try printing the K-1 package again.