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Schedule B-1 print requirements

Schedule B-1, Information on Certain Shareholders of an S Corporation, is only applicable to 1120S returns. To print:
  1. In the
    Organizer
    , select
    General Information
    .
  2. Select
    Questions
    , then
    Schedule B
    .
  3. Select
    Yes
    for question 3,
    Ownership by Disregarded Entity, Partnership, Trust, S Corporation, or Estate
    .
  4. Go to the
    Shareholder Information
    folder and select
    Shareholder Data
    .
  5. Select
    Shareholder Information
    and make sure there is at least 1 shareholder.
  6. Open the folder for the shareholder's name, then select
    Shareholder Information
  7. In the
    Schedule B-1 Information
    section, select
    Check the box if you want to include this shareholder on Schedule B-1
    and complete the rest of the applicable fields in this section.
    1. Repeat this step for any additional shareholders.

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