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K1X Pre-Release Notes - Planned Release 11/05/2025

The following are release candidates for a planned release on 11/5/2025. Fixes and features that are release candidates are subject to change at any time at the discretion of the company. Updated/final release notes will be published following the release.

990-Tracker

Features - Release Candidates

  • Form 990 Schedule A, Part VIII: Improvements to the automatic data flow of information from Part VIII to the current year Schedule A, Parts II and III.

Bug Fixes - Release Candidates

  • Form 3800: An issue with the item count on line 4b of Part IV will be resolved.
  • Form 990-T Item C: An issue with Item C, "Book value of all assets at end of year," not being completed will be addressed.
  • Form 990, Schedule A, Part VIII: The calculation for lines 5 through 7 will be modified so that the lines are not completed when line 4 shows a loss.
  • Form 990, Schedule F, Part I, Line 3: The statement produced for Line 3 will be adjusted for clarity.
  • Form 990, Schedule O: A total line will be added to the statement for Form 990, Part XI, Line 9, Other Items as reported on Schedule O.
  • Form 8949: The form will be modified to display losses using parentheses.
  • Form CT-990T: The firm address displayed on page 1 of Form CT-990T will be modified to properly display the full  firm address detail.
  • California 109, Page 2, Line 24: The statement for Page 2, Line 24, Excess Exempt Expenses will no longer be produced when the amount is overridden at the state level.
  • Louisiana Form CIFT-620: An issue with printing of Form CIFT-620 within package printing will be resolved.
  • New Mexico, Electronic Filing: A validation issue with Schedule CITA will be addressed.