K-1 Distribution: Taxpayer Instructions

Taxpayers will have the option to distribute their K-1s electronically or download and mail the copies. 

 Note:

• The taxpayer can only distribute K-1s after the return has been signed.
• The taxpayer will receive an email notification if the K-1 recipient declines to consent to receive the document(s) electronically. 

Access Return

You must complete the first steps of the Client Experience before you have access to distribute the K-1s. Follow the steps below if you have already completed all steps and need to re-access the return. 

1. Click the Let's Get Started button in the email sent to you by your tax firm.
2. Click Get Started.
3. Click the Send Code button to receive an access code.
4. Enter the code that was sent to you via email or phone and click Confirm. 
5. Click Distribute K-1's on the summary page. 

Distribute K-1s Electronically

Distribute

1. Click Send Electronically on the K-1 distribution dashboard.
2. Click the Edit Partner Details button in the Action column.
3. Enter the shareholder's email address in the Update K-1 Partner Details window.
   • An email address is required before a K-1 package can be delivered.
   • If a mobile number is added, the Access Codes are sent by text.
4. Click Save to save any changes made. 
5. Select one or more K-1 packages to be distributed. 
   • If you Select All, the K-1s on the current page and any additional pages are selected.
6. Click the Email Documents button.
7. View the Status of delivered K-1s. 

Download All K-1s

All the K-1 packages are downloaded into 1 PDF.

1. Click Download. 
2. Click Download All K-1s. 

Download Selected K-1s

The K-1s are downloaded as separate PDF files in a ZIP file. 

1. Click the checkbox to the left of the K-1s to be downloaded. 
2. Click Download. 
3. Click Download Selected K-1s. 

Mail Hard Copies

1. Click Mail Hard Copies on the K-1 distribution dashboard.
   • Documents can be downloaded individually or in bulk. 

DownloadIndividual K-1s

The K-1 is downloaded as a single PDF to your browser's default location.

1. Locate the K-1 to be downloaded.
2. Click the Download option in the Action column.

Download Multiple K-1 Packages

The K-1(s) are downloaded to your browser's default location.

1. Check the box next to the K-1 package(s) to be downloaded.
2. Click Download to select how you would like to download the K-1s.
   
   1. Click Download All K-1s to download all K-1s for each shareholder into 1 PDF.
   2. Click Download Selected K-1s to download each checked K-1 as a separate PDF in a ZIP file. 

Important

When K-1s are downloaded, the document(s) either go directly to the default download location on your PC or go to the My Downloads folder inside of SafeSend.

If there are many files or very large files, they go to the My Downloads folder in SafeSend.

1. Click on your entity name.
2. Click My Downloads.