Client resource

Partnership & K-1 Resources

Schedule K-1 reporting depends heavily on the supplemental pages. Use this resource to send complete information the first time.

If you receive a K-1

Please provide the complete Schedule K-1 package, including all supplemental pages. Do not submit only page 1.

  • Current-year K-1
  • Supplemental statements
  • Prior-year K-1
  • Basis schedule if available
  • Contribution history
  • Distribution history
  • Acquisition information
  • Suspended loss information where available

If Evening Star prepares your partnership return

Potential documents:

  • Accounting records
  • Partner ownership information
  • Contributions
  • Distributions
  • Partner loans
  • Partnership debt
  • Ownership changes
  • Major purchases and sales
  • State activity