Print Schedule K-1 instructions

Take the following steps to print Schedule K-1 instructions in the beneficiary package for beneficiaries marked as a 1040 client.

Select Setup
, then 1041 Fiduciary
.

On the Federal
tab, select Other Return Options
.

On the General
tab, under Return presentation, mark the Print beneficiary instructions when a 1040 client
checkbox.

note

If this checkbox is cleared, you won't print Schedule K-1 instructions for beneficiaries marked as a 1040 client.

You'll need to mark the print conditions for the Schedule K-1 instructions As Required
in the Government collation of the beneficiary package.

This won't affect printing Schedule K-1 instructions for beneficiaries who aren't 1040 clients.

This article applies to: