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K1x Release: K1 Aggregator - 05/21/2026

Check out the following changes that have been introduced as part of this release.

K1 Aggregator - Release Notes

What Changed

  • Federal Form 1065 K-1 — Added support for previously missing lines: Line 19D (Deemed distributions, decreases in partner's share of liabilities), Line 19F (Distributions, Performed Services, Cash/Securities), Line 19G (Distributions, Performed Services, Property), and Line 20AZ (Reimbursement of preformation expenditures).
  • CCH Integration Updates (TY2025) — Resolved mapping issues across the 1065, 990, and 1040 return paths to ensure values flow correctly to the expected CCH locations during integration.

Fixes (Bugs / Stability)

Investment Data

  • Investment Line Items — Fixed an issue where line items were not loading in the Federal/State Taxable Income tab and other tabs (e.g., Federal/State UBI) for certain investments.
  • Withholding/Composite Values — Fixed an issue where withholding and composite values were not consistently displaying in the Federal/State Taxable Income tab after saving and revisiting an investment.
  • Modification Additions/Subtractions — Fixed an issue where state modification additions and subtractions were occasionally not appearing in the UI after being saved.
  • State Activation — Fixed an issue where activated states were not appearing on the Federal/State Taxable Income tab when only modification additions or subtractions were added.

CCH Integration

  • State QBI Data — Fixed an issue where state QBI data was being sent to CCH for states that were not enabled in the K1 Aggregator investment.

Administration

  • Tenant Instance Move Tool — Fixed an issue where the Move Instances page displayed an "Error fetching data" message and failed to load instance information.
  • 990 Tracker Access — Fixed an issue where K1 Aggregator instances were not accessible when launched from 990 Tracker.