Forms

Schedule K-1

Definition

A tax form issued by partnerships, S corporations, estates, and trusts to report each partner, shareholder, or beneficiary's share of income, deductions, and credits. K-1 income is "pass-through" income, meaning the entity itself does not pay tax; instead, the income is reported on each recipient's individual tax return. Partnership K-1s come from Form 1065, S corporation K-1s from Form 1120-S, and trust/estate K-1s from Form 1041.

Example

You own 25% of an S corporation that earned $200,000 in profit. You receive a K-1 showing $50,000 of income, which you report on your Schedule E even if the company did not distribute cash to you.

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