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Printing the K-1 Package in Lacerte
by Intuit• Updated 3 weeks ago
Table of contents:
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:
- Click on Settings.
- Click on Options.
- Select the Items to Print tab.
- Locate the Copy section from the top left navigation panel.
- Click on Addtl K-1 Package.
- Check all applicable boxes.
- Click OK to save changes.
- Click on the Clients tab (to view the list of your clients).
- Highlight the returns you want to print.
- Click on Print.
- Click on Tax Return.
- Locate the Return section.
- Select K-1 package only.
- Select the applicable print to option under the Return Options section.
- Printer
- File (PDF)
- Email (PDF)
- DMS (if applicable)
- Enter the number of Copies to print.
- Click OK.
Solution #2- For a one time print of the Schedule K-1 for specific partners, shareholders, or beneficiaries:
- Click on the Clients tab (to view the list of your clients).
- Highlight the returns you want to print.
- Click on Print.
- Click on Tax Return.
- Locate the Return section.
- Select Partial Return.
- Click the Sch K-1 folder.
- Select the applicable print to option under the Return Options section.
- Printer
- File (PDF)
- Email (PDF)
- DMS (if applicable
- Enter the number of Copies to print.
- Click OK
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