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K1x Release - 03/18/2026 (K1A)

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

K1 Aggregator

What Changed

K-1 Line Item Summary Report — Redesigned Layout

  • The report configuration modal now uses a two-column grid layout, reducing vertical scrolling and making it easier to review all filter options at a glance.

Investment API — Expanded Response Data

  • The public API endpoint GET /api/investment now returns additional fields including creation metadata, workflow status, and comments — giving integrations richer context about each investment.

API Key Limits

  • The maximum number of API keys you can create has been increased from 5 to 25.

Fixes

Bulk Selection

  • "Select all on this tab" now correctly selects all investments across all pages in the current tab, not just the visible page.

Instance Summary Report

  • Reclassified values now display consistently throughout the report. Previously, the detail section showed pre-reclassification values while the summary showed post-reclassification totals.

Form 926 — De Minimis Checkbox

  • Checking the "De Minimis" box now correctly disables all fields below the calculated amount transferred section, as intended.

General Performance

  • Improved loading speed for the investments table, particularly for accounts with many investments.

Document Processing

  • Fixed an issue where K-1 file uploads via Reader would get stuck loading indefinitely and never complete processing.