Receiving a K-1 From Someone Else
If you’re a partner or shareholder receiving a K-1 — rather than the one sending it — you’ll get an email with a secure link to it.
- Open the email and consent to receive the document electronically
- Download your K-1 package
- Update your contact profile if anything has changed
Your access link stays valid as long as the underlying return isn’t deleted or recalled by the firm that prepared it.