K1x Release - 11/18/2024

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Issues Resolved

K1 Aggregator

• The calculation used in determining whether to display a green checkmark next to Federal taxable income on the Manage Investments dashboard has been updated to include or exclude lines 20T, 20T1 and 20T2 based on whether they've been selected for inclusion in taxable income.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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