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Aggregator Rollover from Prior Year

How to roll over prior-year investments and data into a new K1 Aggregator year

The Rollover from Prior Year feature in K1 Aggregator helps you kick off a new tax year by carrying forward key investment data from the previous year. Instead of rebuilding your investment list and settings from scratch, you can roll over existing records to preserve continuity, reduce manual setup, and ensure your new-year workflow starts with the most accurate baseline possible.

IMPORTANT: Rollover for 990 Tracker-linked K1 Aggregator instances is managed from 990 Tracker.

Information can be rolled into the next tax year by selecting the rollover icon in the "Tools" column once the new tax year is available in the app.

Rollover Options

Option 1: Select Specific Instances

  1. Locate the Select column in the instance list.
  2. Check the box(es) for the instances you want to rollover.
  3. Click the Select dropdown menu in the top-right corner of the screen.
  4. Click Rollover Selected Instances to complete the process.

 

  1. Click the Select All button in the top-right corner of the screen.
  2. Click Rollover Selected Instances to complete the process.

To learn more about rollover options for K1 Aggregator, please view this article:

K1 Aggregator Rollover Settings