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Level 1
March 17, 2026
Question

K-1 not reflecting shareholder loan amounts

  • March 17, 2026
  • 1 reply
  • 71 views

I have input the shareholder loan amounts on the K-1 worksheet/form, but the amounts do not reflect on the K-1 Part II section I "Loans from shareholder"; the beginning of tax year and end of tax year lines are blank.

 

How can this be fixed?

 

Thank you

1 reply

Level 15
March 17, 2026

To add the shareholder loan amounts: 

 

  • Go to Forms mode
  • Select "Schedule K-1 [Name]" for the shareholder for which you want to add loan information
  • Scroll down to the bottom of Part II, Line I
  • Enter the beginning and ending balances for this shareholder's loans to the company. 
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