Extract and Organize K-1 Data into a Summary Table

What You'll Get

A clean, organized table summarizing all your client's K-1 information — entity names, EINs, and key line items — ready to use in your tax software entry or workpaper.

The Prompt

Extract the key data from these K-1s and organize into a table. For each K-1, include: entity name, EIN, partnership/S-Corp, ordinary income/loss (Box 1), guaranteed payments (Box 4 if applicable), qualified dividends, capital gains, Section 179, and distributions. K-1 data: [paste the text or key numbers from each K-1 — remove SSNs first].

Tips

Remove SSNs before pasting K-1 data. Always cross-check the extracted numbers against the original forms before entering them into tax software — treat this as an organization tool, not a verified calculation.