Print Schedule K-1 instructions

Take the following steps to print Schedule K-1 instructions in the beneficiary package for beneficiaries marked as a 1040 client.
  1. Select
    Setup
    , then
    1041 Fiduciary
    .
  2. On the
    Federal
    tab, select
    Other Return Options
    .
  3. On the
    General
    tab, under Return presentation, mark the
    Print beneficiary instructions when a 1040 client
    checkbox.
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