---
title: K1 Aggregator Rollover for 990 Tracker Entities
description: Learn how to access your rolled-forward K1 Aggregator instance for 990 Tracker entities after rolling forward an engagement, and where to confirm the new tax year instance appears.
---

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January 15, 2026

# K1 Aggregator Rollover for 990 Tracker Entities

## After rolling forward your 990 Tracker engagement, use the K1 Aggregator link to open and confirm your new-year instance in K1 Aggregator.

For **990 Tracker** entities, your **K1 Aggregator** instance is directly linked to your 990 Tracker engagement. Once you roll forward the 990 Tracker engagement, you can access the corresponding **new-year K1 Aggregator instance** from within the new engagement.

---

### **Before You Begin**

- Confirm that your **990 Tracker engagement has been rolled forward** to the new tax year.
- Ensure your engagement includes access to **K1 Aggregator**.

---

### **Steps to Access Your New-Year K1 Aggregator Instance**

1. In **990 Tracker**, roll forward your engagement to the next tax year.
2. Open the **new-year engagement**.
3. In the left-hand navigation menu, click **K1 Aggregator**.  
   *\*(See screenshot below — the K1 Aggregator link in the sidebar will take you to your connected Aggregator instance.)*
4. The K1 Aggregator screen will open. Make sure you're on the **new tax year tab** to view your rolled-forward instance.

![](https://support.k1x.io/hs-fs/hubfs/image-png-Jan-15-2026-06-13-26-5483-PM.png?width=670&height=322&name=image-png-Jan-15-2026-06-13-26-5483-PM.png)

#### Troubleshooting

If you don’t see the new-year instance, refresh your browser and confirm you’re in the rolled-forward engagement for the new tax year and click the K1 Aggregator link again. If the issue persists, contact Support with the engagement name and tax year.

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