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K1X Release - 10/01/2025

K-1 Aggregator 199A Data Overview: This report under "Review Investments" has been updated to include Activity EIN and QBI Number headers. K-3 Summary: Users can add "Partnership

K-1 Aggregator

  • 199A Data Overview: This report under "Review Investments" has been updated to include Activity EIN and QBI Number headers.
  • K-3 Summary: Users can add "Partnership Information" header to row groups. 

990-Series Solutions

  • Form 990-EZ, Part VI, Line 52: The Line 52 checkbox is now properly reflected in the PDF when selected in the user input.
  • Form 990-T, Schedule A, Part VIII, Line 7: Exempt expenses reported on line 7 are now appropriately limited to the amount on line 4, in accordance with the form instructions.
  • Form 990, Schedule F: Improved the whitepaper output for Schedule F, Part I, Line 3 "Method Used to Account for Expenditures on Organization's Financial Statements" by removing extraneous commas for cleaner formatting.
  • Colorado Form CO 112: Resolved an issue that caused an unexpected error when generating the PDF output.
  • Georgia Form 600-T, Tax Rate: Resolved an issue on Page 2, Line 1 where the 2024 tax rate was not being applied correctly to the calculation.