Skip to content
  • There are no suggestions because the search field is empty.

How Can I Export 199a Data from K1 Aggregator?

How to export 199A (QBI) data from K1 Aggregator for reporting and tax preparation

Question

Is there a way to export 199A data in K1 Aggregator? I see the 199A Data Overview tab under the Review Investments menu, but I don'™t see any way to export that data into Excel.

Answer

Yes,” you can export the 199A data directly from the Review Investments 199a Summary table.

To do so:

  1. Navigate to the 199A Data Overview tab in the Review Investments menu.
  2. Right-click anywhere within the 199A data table.
  3. Select Export from the menu.
  4. Choose your desired format: CSV or Excel.

This will download the 199A data for further use or analysis outside the platform.