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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual,1041 Fiduciary
  • Subject: Print,Integration

Print Schedule K-1 data to transfer to 1040

For non-grantor trusts, we create a transfer file for all beneficiaries with Social Security Numbers (SSNs). This is available for transfer into our 1040 software for beneficiaries receiving a Tax Information Letter/Schedule K-1. Follow these steps to print data available to transfer to 1040.
  1. In the
    Organizer
    , select
    General Information
    .
  2. elect
    Return and Print Options - Irrevocable
    .
  3. On the
    General Options
     tab, mark the
    Print
     option to
    Export all beneficiary K-1 information to 1040 and print form
    .

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