--- title: K1 Aggregator Rollover Settings (Optional Items + Where to Configure Them) description: Learn where to configure optional K1 Aggregator rollover items in the prior-year Instance, including Return ID, investment notes/comments, and estimates. --- [Skip to content](https://support.k1x.io/k1-aggregator-rollover-settings#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [K1 Aggregator](https://support.k1x.io/k1-aggregator?hsLang=en-us) 3. [Getting Started & Administration](https://support.k1x.io/k1-aggregator?hsLang=en-us#getting-started-administration) January 8, 2026 # K1 Aggregator Rollover Settings (Optional Items + Where to Configure Them) ## Where to configure optional rollover items in the prior-year Instance so they carry forward correctly. ### Overview Rollover carries forward select configuration and reference data from a prior-year Instance into a new tax-year Instance. Use this article to configure optional rollover items in the prior-year Instance before rollover runs. **Start here for the full rollover overview:** For the authoritative list of what carries forward vs. doesn’t (including the carry-forward matrix and Group Management implications), see [K1 Aggregator Rollover: What Carries Forward, What Doesn’t, and How to Configure It.](https://support.k1x.io/aggregator-rollover-from-prior-year?hsLang=en-us) --- ### Before Rollover Configure and save these items in the prior-year Instance before rollover is initiated. --- #### Optional rollover items that can be configured in the Instance you wish to rollover ### Return ID **Where:** Instance Dashboard → **Update Instance** **Why it matters:** If your team uses Return IDs for organization or downstream workflows, confirm it is set in the prior-year Instance before rollover. ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/20621632497687-2-1-1.png?width=623&height=313&name=20621632497687-2-1-1.png) --- ### Investment Comments **Where:** Manage Investments → Investment Information panel **Why it matters:** Investment comments are optional and will only carry forward if they exist in the prior-year Instance. ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/20621616596119-2-1-1.png?width=623&height=167&name=20621616596119-2-1-1.png) --- ### Investment Notes **Where:** Manage Investments → Investment Information panel → **Manage Notes** modal **Why it matters:** Notes must be created/saved in the prior-year Instance to carry forward. ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/20621632504087-2-1-1.png?width=630&height=226&name=20621632504087-2-1-1.png) --- ### Final K-1 issuer flag (prior-year “Final K-1” designation) **Where:** Manage Investments → General Information **Why it matters:** Set this flag on investments that issued a **final K-1 in the prior tax year** (if your workflow relies on identifying final issuers). ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/20621632508055-2-1-1.png?width=622&height=210&name=20621632508055-2-1-1.png) --- ### Federal K-1 Total Amount → New Tax Year Estimate column **Where:** Settings → **Rollover Settings** **Why it matters:** This controls whether prior-year Federal K-1 totals populate as a new-year estimate in the next tax-year Instance. ![](https://support.k1x.io/hs-fs/hubfs/Knowledge%20Base%20Import/20621632510487-2-1-1.png?width=630&height=247&name=20621632510487-2-1-1.png) --- ### Next Step Run rollover and validate results using [How to Run Rollover to a New Tax Year Instance (Checklist + Validation Steps)](https://support.k1x.io/how-to-run-rollover-to-a-new-tax-year-instance-checklist-validation-steps?hsLang=en-us). --- #### **Troubleshooting (if an optional item didn’t carry forward)** If an optional rollover item didn’t carry forward: - confirm it was set in the **prior-year Instance** (not the new-year Instance), - confirm the value was saved before rollover ran, - and confirm rollover was run from the intended prior-year Instance. --- #### **Related Articles** - [K1 Aggregator Rollover: What Carries Forward, What Doesn’t, and How to Configure It](https://support.k1x.io/aggregator-rollover-from-prior-year?hsLang=en-us) - [How to Run Rollover to a New Tax Year Instance (Checklist + Validation Steps)](https://support.k1x.io/how-to-run-rollover-to-a-new-tax-year-instance-checklist-validation-steps?hsLang=en-us) - [K1 Aggregator Group Management Feature](https://support.k1x.io/k1-aggregator-group-management-feature?hsLang=en-us) - [General](https://support.k1x.io/general?hsLang=en-us#main-content) - [Account Management - SSO & Okta](https://support.k1x.io/general?hsLang=en-us#account-management-sso-okta) - [FAQ](https://support.k1x.io/general?hsLang=en-us#faq) - [Release Notes](https://support.k1x.io/general?hsLang=en-us#release-notes) - 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