Schedule K-1 PDF to Excel Converter — AI-Powered K-1 Extraction Software

Stop manually entering Schedule K-1 data. K1Finder uses AI to extract 100+ fields from K-1 and 1099 PDFs and exports professional Excel workpapers, CSV files, and TXF files ready for TurboTax, Drake, or UltraTax — in seconds, not hours.

Who Uses K1Finder

CPA Firms and Tax Professionals — Eliminate K-1 data entry across all client returns. Process dozens of K-1s without re-keying a single number.
Individual Investors — Convert your Schedule K-1 PDFs to a clean Excel spreadsheet or import directly into TurboTax with one click.
Enrolled Agents and Tax Preparers — Handle 1099s and K-1s from the same dashboard, export to any format.

How to Convert a Schedule K-1 PDF to Excel or TXF

Upload Your K-1 PDF — Drag and drop any Schedule K-1 PDF (Form 1065, 1120-S, or 1041)
AI Extracts Every Field — Gemini AI reads all boxes: ordinary income, capital gains, Section 199A QBI, self-employment income, and more
Review with Confidence Scoring — Color-coded AI confidence indicators flag any field that needs a second look
Export to Excel, CSV, or TXF — Download a professional workpaper or import the TXF file directly into TurboTax, Drake, or UltraTax

Supported K-1 and 1099 Form Types

Schedule K-1 (Form 1065) — Partnership K-1 PDF to Excel
Schedule K-1 (Form 1120-S) — S Corporation K-1 extraction
Schedule K-1 (Form 1041) — Estate and Trust K-1 conversion
Form 1099-DIV — Dividend income extraction
Form 1099-INT — Interest income
Form 1099-B — Capital gains and brokerage trades to Excel
Form 1099-NEC, 1099-MISC, 1099-R
Consolidated brokerage statements

K-1 to TXF Export — Import Directly Into TurboTax

K1Finder generates TXF files that import directly into TurboTax, Drake, UltraTax, and other major tax software. No manual data entry. No transcription errors. The TXF export uses official v042 reference numbers for correct form association.

Professional Excel K-1 Workpapers

Every K-1 export includes a 4-tab Excel workpaper: Cover Sheet, Federal Detail (with AI confidence scoring), Capital Account Rollforward, and State Allocations. The workpaper is binder-ready for CPA review and audit support.

K-1 Data Entry Software for CPA Firms

Process all K-1 form types from one dashboard
Client portal — invite clients to upload their K-1s directly
Year-round tax tools: K-1 deadline tracker, quarterly estimated tax calculator, partnership basis tracker
Tax Intelligence income aggregator — cross-reference income across all K-1s and 1099s
Section 199A / QBI and UBIA extraction

Pricing

Free: Unlimited K-1 and 1099 extractions, Excel workpaper with AI confidence scoring, CSV export. No credit card required.

Pro — $99/year (Tax Season Sale $79/year January 15–April 15): Adds TXF export for direct TurboTax import, client portal, and year-round tax tools. 30-day money-back guarantee.