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K1x Release - 11/18/2024

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.

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.