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Changing fiduciary Schedule K-1 distribution options in Lacerte

SOLVEDby Intuit6Updated July 27, 2023

Follow these steps to change the Schedule K-1 distribution options for all clients:

  1. From the Settings menu, select Options.
  2. Go to the Tax Return tab.
  3. Scroll down to the K-1 Distribution Options section.
  4. Adjust each option as desired.
    • This will be the default for all clients.

Follow these steps to change the Schedule K-1 distribution options for one client:

  1. Go to Screen 9, Schedule K-1 Distribution Options.
  2. Adjust each option as desired for this client.

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