Tax Planning Tools & Forms
2020-2021 Tax Planning Guide
K-1 Instructions:
2020 Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040
2020 Partner’s Instructions for Schedule K-1 (Form 1065)
2020 Shareholder’s Instructions for Schedule K-1 (Form 1120S)
2019 Partner’s Instructions for Schedule K-1 (Form 1065)
2019 Shareholder’s Instructions for Schedule K-1 (Form 1120S)
2019 Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040
2018 Partner’s Instructions for Schedule K-1 (Form 1065)
2018 Shareholder’s Instructions for Schedule K-1 (Form 1120S)
2018 Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040
2017 Partners Instructions for Schedule K-1 (Form 1065)
2017 Shareholders Instructions for Schedule K-1 (Form 1120S)
2017 Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040