Skip to content
  • There are no suggestions because the search field is empty.

K1X Release - 09/10/2025

K-1 Aggregator CCH integration updates for the following forms: 1040, 1120-S, 1120 990-Series Solutions Schedule D: With this release, Schedule D, Part V will now be skipped when

K-1 Aggregator 

  • CCH integration updates for the following forms: 1040, 1120-S, 1120

990-Series Solutions

  • Schedule D: With this release, Schedule D, Part V will now be skipped when either line 18b, column 2 or line 18c, column 2 is more than zero, per form instructions.
  • Schedule M: With this release Schedule M is no longer rolled forward from year to year.
  • Form 8868 for Form 990-T:
    • With this release the status bar for Form 8868 will now show as 100% complete when the form has been accepted by the taxing authority. Prior to this release the status did not update upon acceptance.
    • With this release the status bar for Form 8868 has been adjusted to reflect the completion status when multiple Forms 8868 are present in an engagement.
  • New York CT-5, File Number: This release addresses an issue with the file number calculated on Form CT-5. The file number will now calculate and display a file number with prefix "MM" (for tax exempt) rather than "AA".
  • Iowa Electronic Filing: This release addresses an issue with e-file validation and form IA2220 that caused validation to fail citing a missing 'referenceFilename'.
  • Tennessee Form FAE 170, Schedule N: This release addresses an issue with line 4 of Schedule N. Prior to this release the "Everywhere beginning of year" amounts the "Tennessee end of year" amounts were reversed on the PDF.