Partnership filing wizard (Form 1065)
Walk through each step of the Nomadfiling partnership filing wizard — from partnership info through partners, income, Schedule K, withholding, international reporting, and PDF generation.
File a partnership return from one guided workflow
Nomadfiling walks you through an 8-step partnership filing flow for Form 1065 and the related schedules and withholding forms that multi-member LLCs often need. You enter the partnership's core details, add each partner, complete the financial and international sections, review everything, and then generate the PDF package.
The partnership wizard defaults to 2 partners, and each partner can have their own signature. The tax year defaults to 01/01/2025 through 12/31/2025.
What the partnership wizard generates
Complete the full workflow to generate the forms tied to the data you enter in the wizard.
- Form 1065 for the partnership return
- Schedule K-1 for each partner
- Schedule K-2
- Schedule K-3
- Form 8804
- Form 8805
- Form 1040-NR for partners
If you also file for a foreign-owned single-member LLC, see the Form 5472 and 1120 workflow.
Follow the 8 wizard steps
Enter partnership info
Start with the entity details that appear on the Form 1065 return. This step establishes the filing period, accounting method, and business identity used throughout the rest of the workflow.
Use this step to enter the partnership's basic information:
01/01/2025.12/31/2025.When this step is complete, you should have the partnership's filing identity and tax year locked in before moving to partner-level allocations.
Add partners
Add every partner who needs to appear on the return and on Schedule K-1. The wizard defaults to two partners, but you should include all partners for the filing year.
Each partner record collects ownership, allocation, capital, liability, and international tax details:
tax_basisgaapsection_704bother37.singlemarried_separatequalifying_survivingThis step drives both the partner roster and the downstream K-1, 8805, K-3, and partner-specific outputs, so accuracy here matters more than speed.
Enter income and deductions
Fill in the page 1 financial amounts for the partnership return. The wizard separates income items from deductions so you can verify totals before moving into distributive reporting.
Income fields include:
Deduction fields include:
After this step, you should be able to reconcile the partnership's operating results before assigning distributive items on Schedule K.
Complete Schedule K
Use Schedule K to report the partnership's distributive items at the entity level. These amounts feed the partner reporting package and should align with the partnership's books and supporting schedules.
Use this step after page 1 is complete so your distributive items reflect the same underlying numbers.
Enter withholding data
Enter the amounts used for Forms 8804 and 8805. This step focuses on effectively connected taxable income and quarterly payments tied to withholding obligations.
If the partnership has foreign partners, confirm that each partner's ectiShare and withholding rate are consistent with the totals you enter here.
Complete international reporting
Use the international step for Schedule K-2 and Schedule K-3 reporting. The wizard stores these values in Part X line groups for both income and deductions.
Each K-2 Part X line captures the same set of allocation buckets:
You do not need to force every international detail into earlier steps. The wizard separates partner identity data from K-2 and K-3 allocation data so you can complete entity and partner setup first.
Review the return
Review all entered data before generating forms. This step is designed for validation, not new data entry.
Confirm these items before you continue:
- Partnership name, EIN, and tax year
- Partner count and partner classifications
- Capital account balances and liability allocations
- Income, deductions, and ordinary business income
- Schedule K totals
- Withholding totals and quarterly payments
- International allocations for K-2 and K-3
If anything looks off, jump back to the relevant step, correct the data, and return to review.
Generate PDFs
Generate the partnership filing package after review is complete. This final step produces the PDFs based on the data from the prior steps.
Expect the output package to include:
- Form 1065
- One Schedule K-1 for each partner
- Schedule K-2
- Schedule K-3
- Form 8804
- Form 8805
- Form 1040-NR for partners
Success looks like a downloadable PDF set that matches the partner count and the reporting sections you completed earlier in the wizard.
How the data flows through the return
The wizard starts with entity-level facts, then moves into partner-level ownership and capital data, then into financial reporting, and finally into withholding and international allocations. That order reduces rework because later sections depend on the partnership and partner records you enter first.
A practical way to work through the filing is to gather your partnership return inputs in this order:
- Partnership legal and tax-year information
- Full partner roster and ownership details
- Book and tax financials for page 1
- Schedule K amounts
- Foreign partner withholding data
- K-2 and K-3 allocation details
If a partner is foreign, review that partner's isForeign, ectiShare, withholding rate, and Schedule O-I details together. Inconsistent partner-level data can affect Forms 8805, 1040-NR, and international schedules.
Questions that come up often
Yes. The generated filing package depends on the full partner roster because Nomadfiling creates partner-level outputs such as Schedule K-1, Form 8805, and Form 1040-NR. Add all partners before you move to final review.
Related pages
Quickstart
Start with the core Nomadfiling workflow before preparing a partnership return.
All features
See the filing workflows, automation tools, and output options available in Nomadfiling.
Form 5472 and 1120
Compare the partnership workflow with the filing flow for foreign-owned single-member LLCs.
Fax service
Send completed forms and related filing documents through the built-in fax workflow.
What to do next
Once you understand the wizard structure, the next step is to prepare your source data before starting the filing. Pricing, plan details, and onboarding information are available on the pricing page.