K1x Release Notes - 12/11/2025

K1 Aggregator

Features & Enhancements

K-1 Line Item Summary - with 1099 information: The K-1 Line Item Summary Report in Reports and Exports has been updated to support 1099 forms. Make the following selections to generate this report: Selection Investment Form Type = All, Report Orientation = Landscape

199A - AG Grid Table: The view in 199A has been enhanced to support an AG Grid table. This not only improves load times, but also provides an improved user experience whereby you can see many 199A records at once, make in line edits, and add/remove columns at your leisure. TIP: Right click > Export will allow you to export the entire table to Excel as well, shortcutting workpaper preparation and data aggregation for 199A. 

Manage Investments - AG Grid: The view in Manage Investments has been enhanced to support an AG Grid table. Toggle "Enhanced Grid View" to leverage this enhanced view. 

Manage Investments - Select & Bulk Actions Menu Separation: We have separated the Select All to allow for selection across tabs/on particular tabs and separated out the bulk actions menu to allow for a more seamless user experience. 

Surface filer state residency in Edit Investments: if the user selects any state(s) residency at the instance level, the residency status attribute will be shown.

Bug Fixes

Export Select Investments Report: Indicators to show whether an investment is "initial" has been added to the report.