K1x Release: K1 Aggregator - 09/09/2026
Check out the following changes that have been introduced as part of this K1 Aggregator release.
What Changed
- 1099/W2 Extraction — 1099/W2 extraction is now controlled through a purchasable subscription, so access and routing work the same way as other tax-product entitlements.
- Public API — API output now includes passive/non-passive activity classification for K-1 activities.
Federal Forms
- Schedule K-3 — Corrected a mapping issue in Part X, Section 1 where column (g) displayed the same value as column (d) instead of its own data.
State Forms
- State Taxable Income Report — State Withholding, Composite and Modification amounts entered on an investment now correctly appear in the Review Investments grid.
Reports & Exports
- .k1x Export — Corrected an issue where Federal/State tab line items did not consistently carry over to the UBI tab and exported .k1x file.
Data Integration
- Data Integration Menu — The 1099/W2 extraction option no longer appears for tenants without the subscription.
Investment Management
- Estimate/Actual Field — This field can now be cleared using the dropdown.
- Amount Grid — Fixed an error that could occur when removing a state after editing investment amounts.
Platform & Access
- Home Page — The current tax year now opens by default instead of the prior year.
- Sign-In — Fixed an issue that could cause repeated redirects for users without an assigned tenant.