PatriciaV
Employee Tax Expert

Retirement tax questions

The work-around described by @gblanc is the accepted procedure for compiling Form 1041 Schedules K-1 and related forms for distribution to beneficiaries.

 

  1. Open your TurboTax Business return.
  2. Choose File >> Save to PDF... from the top menu (black bar).
  3. Choose "Specific Forms".
  4. Check the boxes for:
    1. Beneficiary Letter
    2. Schedule K-1
    3. Statement A (immediately below the K-1)
  5. Click the blue Save As PDF button and save the file to your computer.
  6. Repeat for each beneficiary.

 

 

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