K1X Release - 07/30/2025

K-1 Aggregator

• Quick Access To Data Integration: Access the Data Integration page directly from Manage Investments; open the dropdown within the Data Integration button and select "Send to CCH Axcess" or "Send to GoSystems" as applicable. From there, you will be taken to the data integration screen directly for the instance you navigated from.
• Edit Investments UX Enhancement: "Clicking into" the Investment Name takes you to the edit investments page
• View Items Per Page/Sorting Cached: View Items Per Page and Column Sorting are "saved" - aka when you when you navigate away from the manage investments page and back, those preferences are retained.
• Bug Fix: Info Badge is no longer hidden behind the search bar in the Management Investments Page

990-Series Solutions

• Form 3800 Credits: This release enables the following 3800 related Tax Credit forms for Tax Year 2024:

Form 8908 - Energy Efficient Home Credit

Form 8911 - Alternative Fuel Vehicle Refueling Property

Form 8941 - Credit for Small Employer Health Insurance Premiums​

• Form 990-W: With this release due date defaults have been adjusted for 990-W installments to account for weekends.
• Form 990-T, Part 1, Line 1: This release addresses an issue with matching of data between Form 990-T Part I, Line 1 and Schedule A, Part II, Line 18.
• Form 990-PF, Part IV: The system has been updated to allow the use of "Various" for dates in Part IV for Capital Gains and Losses for Tax on Investment Income.
• Schedule K: This release improves the ordering of detail displayed on Schedule K.
• Connecticut Form CT Form 990T: This release addresses an issue with the display of apportionment data when everywhere and Connecticut amounts were both negative. The system will now calculate and display a 1.0000 versus 0.0000.
• New Mexico Form CIT-1: This release addresses an issue where only the first 3 items entered on Schedule RPD-41359 displayed on the PDF. The fourth item will now display when entered.
• E-File Validation: With this release e-File validation displays the location for the related validation error to facilitate addressing the item.

As a reminder, you can find detailed statuses of forms on the Tax Year 2024 Supported Forms page at https://go.k1x.io/2024-supported-forms

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.