1. Payslips
  2. Interest & dividends
  3. Stock sales
  4. Small business
  5. Home & property
  6. Retirement
  7. Advanced
  8. Past, present, future
  9. What-ifs

Advanced

Partnerships, foreign tax and more.

The forms most software skips. Every line routed, every carryover kept.

1

You upload a K-1

From a fund, a partnership or a trading fund. Pfifi reads every box, including the footnotes.

SCHEDULE K-1 (FORM 1065)2026
1(2,140)
53,880
9a12,450
13H1,960
16412
20ZSee stmt
6 boxes and 1 statement read
2

Every box goes where it belongs

Business income, interest, gains, investment interest and foreign tax, each to the right form.

Where your K-1 goesExample fund
BoxItemAmountGoes to
1Ordinary business income−$2,140Schedule E, nonpassive
5Interest$3,880Schedule B
9aLong-term gain$12,450Schedule D
13HInvestment interest$1,960Form 4952
16Foreign tax paid$412Form 1116
3

Carried into next year

Basis, at-risk amounts, foreign tax credit and loss carryovers roll forward, so next year starts right.

  1. 2024$78,900basis
  2. 2025$81,200basis
  3. 2026$84,310basis
Distributions stayed under basis, so there’s no extra gain this year.

Also included

  • Foreign tax credit. Form 1116 by category, with carryovers and the AMT version.
  • Trader funds. Trading-business income as nonpassive, investment interest on Form 4952.
  • More than one state. Part-year and nonresident returns.
  • Amended returns. See exactly what a corrected K-1 changes.
  • Your CPA, invited free. Notes and overrides on any figure, every change marked.

Like what you see? Join the waitlist, then upload your documents to go first.