Schedule K-1 Instructions

View the Schedule K-1 forms below, each links takes you to the most recent version on the IRS website.

Schedule K-1 (Form 1041)

Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040

Use this schedule to report a beneficiary’s share of the estate’s or trust’s income, credits, deductions, etc., on your Form 1040, U.S. Individual Income Tax Return.

Schedule K-1 (Form 1065)

Partner’s Instructions for Schedule K-1 (Form 1065)

Use this schedule to report a partner’s share of income, deductions, credits, etc.

Schedule K-1 (Form 1120-S)

Shareholder’s Instructions for Schedule K-1 (Form 1120-S)

Use this schedule to report a shareholder’s share of income, deductions, credits, etc.