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K1X Release - 1/8/2026

K1 Aggregator 

  • Manage Investments - Saved Views: New capability to name and save a view for quick access to your own "view" of the Manage Investments table. Saved Views will capture information including column order, column visibility, column widths, sorting, and filters.
  • Expanded Rollover Capabilities: the new enhanced rollover modal supports the choice of rolling over investment level activities and/or 199A activities, in addition to rolling over K-1 investments from prior year. 
      • In conjunction with this capability, if a user chooses to rollover investment activities/199A activities for certain K-1 investments from prior year, the uploading of new K-1s in the current year will attempt to match and find existing investment activities/199A activities for any rolled over K-1s and append them rather than starting net new. See this article for detailed information regarding rollover of activities. 
  • Manage Investments - Download Digital K-1 File: users can now click on the "3 dot" menu in the tools column and select "Download Digital K-1 File" to download the associated .k1x file for that investment. 
  • Edit Investments - Delete Activity: New ability to delete non-root activities for any K-1 investment. Click on the trash can icon to delete.