K1X Release - 08/27/2025 & 8/28/2025

K-1 Aggregator

Form Maintenance:

• Form 8865 Schedule G, H, I, J XMLs and PDFs are updated and available for export. 

Bug Fixes:

• "Add Instance" button restored in Group Management Page.
• Import Investments Template bug regarding negative amounts in the Federal K-1 column not importing has been resolved.
• K-3 data reappearing after deletion issue has been resolved; deleted data should not reappear after refresh.
• S-Corp and Partnership Activities mapping to CCH issue has been resolved; activities should flow through as expected.
• When 'Include Activities' check box is selected, K-1 Line Item Summary should export with all underlying activity information. 

990-Series Solutions

• Bookmarks: With this release bookmark functionality has been improved. To improve PDF review and navigation when reviewing output, bookmarks are now automatically generated for all pages of the PDF when printed as either individual PDFs or when generating the entire package as part of package printing!
• Master Compensation: With this release the Master Compensation export template has been modified to allow for the freezing panes within the template.
• Form 990
  • Schedule A: With this release the checkbox for Part IV, Section E, Line 1B is marked when appropriate.
  • Schedule B:  This release addresses a presentation issue with Schedule B. Part I will display one record per contributor while Part II will report each Noncash item separately.
  • Schedule F: Statements for Part I are not produced with the PDF when appropriate.
  • Schedule M: This release addresses an issue with the presentation of lines 29 through. These lines will now print on the PDF, as appropriate.
  • Schedule R: With this release the following exemption codes have been added to the drop down for Part II, Column D: 401(a)(1) and 115.
  • Part III, Line 4d: This release modifies the behavior of the mark box to force values to line 4d. Amounts with this box marked are now included in the total reported on the form and the mark box is only required when forcing an item to 4d.
• Form 990PF:  This release addresses an issue with by-laws PDF not printing when attached in Part VI-A, Line 3.
• Form 4797 (990-T): This release addresses an issue with Part I, Line 9. Data will now populate the PDF and the XML when entered in the User Interface.
• Form 3468: With this release line 13 will be checked on the PDF when selected in the User Input.
• Form 8868:
  • This release addresses an issue with due dates for fiscal filers.
  • With this release the Form 8868 may be unlocked after submission as needed.
• Arizona Form AZ-120EXT: This release addresses an issue with extension dates when the fell on weekend dates.
• Indiana Form IT-20NP: This release addresses an issue where the PDF could not be produced when Schedule E calculated a percentage of 10%.
• Montana Form CIT Page 3: This release addresses an issue with the presentation of Page 3 when 100% of income is from MT sources. Line 7 is now completed in this scenario.
• Tennessee Form FAE170: With this release Page 7, line 4 of the PDF will match the user input.
• Virginia Form VA-8879C: This release address an issue where ERO information did not display on the form.
• West Virginia: With this release support has been added for payments received from pass through entities. These values are now reported in the XML, as required, and returns with such payments may be electronically filed.
• Wisconsin: With this release the WI Charitable Report may be selected within the Transmittal Letter list.
• Diagnostics:
  • Part IV, Line 21: This release addresses an issue with the triggering for the diagnostic for Part IV, line 21 which was triggering when not required.
  • Schedule F, Part IV: With this release a diagnostic for Schedule F, Part IV will be triggered when the form is required to be completed.
• State Filing Instructions: This release address an issue with Paid Preparer information displaying when the paid preparer option was removed in General Information.