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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.
- Open your TurboTax Business return.
- Choose File >> Save to PDF... from the top menu (black bar).
- Choose "Specific Forms".
- Check the boxes for:
- Beneficiary Letter
- Schedule K-1
- Statement A (immediately below the K-1)
- Click the blue Save As PDF button and save the file to your computer.
- Repeat for each beneficiary.
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‎February 15, 2026
11:54 AM
2,814 Views