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K1x Release: 990 Tracker - 07/29/2026

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

990Tracker - Release Notes

What Changed

  • Reports — Enhanced the E-File Report with faster loading for large datasets, additional columns (Submission ID, Submitted By, Firm Office, Organization ID, Paid Preparer Name, Engagement ID), a global search box, Year and Status filters, sortable columns, the ability to show/hide columns, and exports that reflect your current search and filter selections.
    • Extension filings have been moved out of the main E-File Report into a new, dedicated Extension Report, giving firms a focused view of Form 8868 filings with the same search, filter, and export tools.
  • Form 990, Schedule C, Part II-A — Affiliated Group Reporting — Added an "Include in Statements" checkbox and a Filing Organization designation for Lines 1a–1c, giving preparers control over which affiliated-group amounts flow into column (b) and the related Line 2c, Column (d) totals. This also resolves an issue where column (a) data was not flowing to column (b) when the Section 501(h) election was not selected, and ensures these selections persist correctly after saving.
  • Capitalization Consistency — When the capitalization option is enabled, Federal Form 990/990-EZ/990-PF/990-T filings (and applicable schedules) now apply consistent capitalization across both the PDF and the e-file XML output.
  • Dashboard Search — Dashboard search now supports partial matches and returns multiple results.

Fixes (Bugs / Stability)

Federal Forms

  • Form 990, Schedule F — Part V Supplemental Information fields that were previously merged into a single block now display as separate entries in the PDF.
  • Form 990, Schedule K — Disclosures now print in sequential order rather than the order they were entered.
  • Form 990, Schedule H — Corrected a missing bookmark in the PDF.
  • Form 990, Schedule B — Corrected duplicated and non-functional bookmarks in the PDF.
  • Form 990, Schedule A — Fixed truncated text on Part I, Line 12g in the PDF.
  • Form 990-EZ, Schedule O — Client name and EIN no longer appear in bold in the PDF.
  • Form 990-T — Fixed a calculation issue affecting Parts I, II, and III.
  • Form 990-T — Fixed the Form 8827 credit not flowing correctly.
  • Form 990-PF, Schedule D — Fixed a partially shaded checkbox.
  • Form 990-PF — Fixed Part XII undistributed income not flowing from other sections.

State Forms

  • Alabama — Fixed input boxes on Schedule AB overflowing their row boundaries at certain screen sizes.
  • Michigan — Form 4891, Line 39 is now user-enterable.
  • Multiple States — Date fields across numerous state forms now restrict entry to valid dates, preventing invalid values from carrying into filings. Affected states: Alaska, Arizona, Kansas, Montana, Nebraska, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Utah, Vermont, Virginia, West Virginia, and Wisconsin.

Dashboard

  • Dashboard search no longer continues to display unrelated organizations after a specific organization is selected..