Changing fiduciary Schedule K-1 distribution options in Lacerte

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.