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K1x Release: K1 Aggregator - 03/30/2026

Check out the following changes that have been introduced as part of this K1x release.

K1X — Release Notes

What Changed

  • Public API — The GET /api/investment endpoint now returns 200 OK with an empty array when no investments exist, instead of returning 404 Not Found. This aligns with standard REST API behavior and simplifies error handling for API consumers.

  • Public API — The K-1 PDF Upload endpoint documentation now explicitly states the 25MB maximum file size limit.

  • K-3 API Support — K-3 Part 10 and Part 12 (Section 871(m) Tax Liability of a QDD) data are now available through the Web API and Refinement API.

Fixes (Bugs / Stability)

Investment Management

  • Manage Investments (Tags) — The Tags dropdown on the Manage Investments page was not displaying any available tags. Tags now load and display correctly in the dropdown.

  • Transferee Information — When adding a Transferee using the autofill/Select Transferee dropdown and then modifying fields (e.g., updating an address), the changes were not being saved. Edits made during the autofill workflow now persist correctly.

  • File Generation (Invalid Characters) — K1x Standard file exports could fail when an investment name contained control characters (e.g., newlines or tabs from OCR/Reader output). The system now sanitizes blob names using an allowlist approach, preventing export failures from special characters.

  • Schedule L (Withdrawals & Distributions) — Item L Withdrawals and Distributions values were reading as negative amounts after K-1 upload, causing the ending capital balance to not match the Schedule K-1 Box L Partner's Capital Account Analysis. Values now display with the correct sign.

K-3

  • K-3 Tab Availability — The K-3 tab was not available for 1041 and 1120S form types. K-3 data entry is now accessible for all K-1 form types.

Forms

  • Form 926, Section 3(a) Statement — Country names with two or more words (e.g., "United States", "United Kingdom") were printing without spaces on the Form 926 3(a) statement. Multi-word country names now display correctly.

Review Investments

  • Transfer Summary Grid View — The grid view toggle on the Review Investments Transfer Summary page was missing. The enhanced AG Grid view toggle has been restored.