K1 Aggregator Foreign Forms Q&A
See below for common questions regarding Foreign Forms.
See below for common questions regarding Foreign Forms.
| Question | Answer |
|---|---|
| What Foreign Forms can be generated through K1 Aggregator? | Forms 926, 5471, 8865, 8621, 8886, 8858 can be generated from K1 Aggregator |
| How do I create a Foreign Form? | Open your investment and click on the 'Foreign Disclosure Forms' tab, then select the Form you wish to create and add a Transferee to get started. Make sure you check the checkbox to turn on the Form (near the end of the table row, second to last column). |
| How can we generate foreign disclosure forms | You can navigate to “Foreign Forms” in your left-hand navigation to access a view that would allow you to generate foreign disclosures 1 by 1 or in bulk. You can also generate individual foreign forms along the way within the K-1 edit screen under “Foreign Disclosure Forms.” |
| I can enter transfer information under "manage investments" but not sure where to enter other information from K-1 footnotes | Use the pencil icon to edit additional details of the foreign forms – you can access the pencil icon from the manage investments edit screen or from the “Foreign Forms” view in your left-hand navigation. |
| Why are no forms showing up under "foreign forms" | You must have made an edit through the pencil icon for a form to generate. See above for guidance on how to edit a foreign form. |
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.