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K1X Release - 09/24/2025

K-1 Aggregator CCH Integration Updates for 1041 and 1065: CCH Integration updates for TY24 have been made for Forms 1041 and 1065 form types. Bug Fixes: Manage investments screen

K-1 Aggregator

  • CCH Integration Updates for 1041 and 1065: CCH Integration updates for TY24 have been made for Forms 1041 and 1065 form types.
  • Bug Fixes:
    • Manage investments screen will now automatically refresh after new uploads are successfully processed.
    • UX Update: long investment names in the manage investments table will be truncated and users can view the full name on hover over.
    • Restored ability to remove spaces from the Reference Number ("Reference #") field within the Form 8621s.
    • K-1 Line Item Summary Report summing issues for Form 1041 have been resolved.
    • K-3 Summary Report: Issues related to Part VII not loading in the reports screen have been resolved.
    • Locking investments functionality has been restored. 

990-Series Solutions

  • Engagement Year - Navigation: This release addresses an issue with the left-hand navigation bar year selection drop down. Engagements with multiple years may now be navigated to using the year selection.  
  • Filing Instructions: This release includes some formatting adjustments to the address for the "Prepared for" and "Prepared by" sections to display the address in a consistent manner.
  • Form 990, Part V, Line 11a: This release adjusts line 11a to allow for amounts exceedning $999M.
  • Florida Form F-7004: This release addresses an issue with a conflict between the display of signer and contact information.
  • IL AG990, Filing Instructions: This release makes a change to the filing instruction for Illinois Form IL AG990. The instructions no longer reference an e-file authorization as this form does not support electronic filing.