How do I issue a K-1?
by TurboTax•45• Updated 1 week ago
To issue K-1s to your partners, shareholders, or beneficiaries, you'll need TurboTax Business. Select your TurboTax Business version:
TurboTax Desktop Business
- Open your return in TurboTax Business.
- Complete your business return, if you haven't already done so (otherwise, your K-1s won't be correct).
- Select File, then Distribute K-1s.
- Select how you want to create your K-1s and follow the instructions.
TurboTax Live Assisted Business
- Complete your return in TurboTax Live Assisted Business.
- From the left side menu, select Tax Tools.
- Select Print Center. You will be prompted to pay if you haven't ‌paid yet.Â
- On the TurboTax Print Center screen, select Print, save or preview this year’s return.
- Check the box for the return that includes Schedule K-1.
- Select Just my tax return(s).
- Select View or print forms.
- View the tax return to determine which PDF pages display the K-1s.
- On the TaxReturn.pdf popup, select the printer icon.
- On the print settings popup:
- If you’re printing a paper schedule and mailing it, set the Destination for your printer or
- If you’re attaching a PDF to an email, set the Destination for Save as PDF.
- Select the Pages dropdown menu, select Custom, and enter the page numbers identified in step 8.
- Select Print.
-  If you’re attaching a PDF to an email, on the Save As popup:
- Specify a file name (for example, Schedule K-1).
- Ensure the Save as type is PDF Document (*.pdf).
- Select Save.
- The schedule is now either printed or saved; you can mail it or email it.
TurboTax Full Service Business
Once your return is completed in TurboTax Full Service Business:
- With Full Service selected from the left side menu, select Checklist from the icons at the top of the screen.
- Scroll down to Other docs.
- Across from 2025_SignedTaxReturn.pdf, select the three dots, and select View.
- View the tax return to determine which PDF pages display the K-1s.
- Select the printer icon.
- On the print settings popup:
- If you’re printing a paper schedule and mailing it, set the Destination for your printer or
- If you’re attaching a PDF to an email, set the Destination for Save as PDF.
- Select the Pages dropdown menu, select Custom, and enter the page numbers identified in step 4.
- Select Print.
-  If you’re attaching a PDF to an email, on the Save As popup:
- Specify a file name (for example, Schedule K-1).
- Ensure the Save as type is PDF Document (*.pdf).
- Select Save.
- The schedule is now either printed or saved; you can mail it or email it.
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