How Does the Rolling 12-Month Report Work for 'Various' Dates?

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Question:

If I select "various" for the contribution date, how does the software track those contributions for the rolling 12-month period?

Answer:

The rolling 12-month will pull ALL transactions with the 'Various' option selected for the date field. Any investment that includes a specific date will be filtered from the report if it's outside 365 days of the latest current date of transfer.

Tips:

• Regularly save your work and verify changes before refreshing or navigating away from the page.
• Document any recurring issues with screenshots and detailed descriptions to assist technical support.

For further assistance, contact the K1x Support Team by clicking on the "Get Help" button on our apps or in our Help Center.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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