How to Fill in Our Schedule K-1 Form 8865 PDF Template

C: Enter the partner’s Social Security Number (SSN) or Taxpayer Identification Number (TIN), ensuring it is not the TIN of a disregarded entity.
D1: Provide the partner’s name, address, city, state, and ZIP code.
D2: If the partnership interest is owned through a disregarded entity (DE), enter the DE’s TIN and name.

Indicate the partner’s share percentages at the beginning and end of the tax year for:

Check the box if the decrease is due to the sale or exchange of the partnership interest.

Beginning capital account: Enter the value at the beginning of the year.
Capital contributed during the year: Enter any contributions made by the partner.
Current year net income (loss): Report the partner’s share of net income or loss.
Other increase (decrease): Attach an explanation for other changes.
Withdrawals & distributions: Enter the amount withdrawn or distributed to the partner.
Ending capital account: Calculate and enter the value at the end of the year.

Part III: Partner’s Share of Current Year Income, Deductions, Credits, and Other Items