K1X Release - 09/10/2025

K-1 Aggregator 

• CCH integration updates for the following forms: 1040, 1120-S, 1120

990-Series Solutions

• Schedule D: With this release, Schedule D, Part V will now be skipped when either line 18b, column 2 or line 18c, column 2 is more than zero, per form instructions.
• Schedule M: With this release Schedule M is no longer rolled forward from year to year.
• Form 8868 for Form 990-T:
  • With this release the status bar for Form 8868 will now show as 100% complete when the form has been accepted by the taxing authority. Prior to this release the status did not update upon acceptance.
  • With this release the status bar for Form 8868 has been adjusted to reflect the completion status when multiple Forms 8868 are present in an engagement.
• New York CT-5, File Number: This release addresses an issue with the file number calculated on Form CT-5. The file number will now calculate and display a file number with prefix "MM" (for tax exempt) rather than "AA".
• Iowa Electronic Filing: This release addresses an issue with e-file validation and form IA2220 that caused validation to fail citing a missing 'referenceFilename'.
• Tennessee Form FAE 170, Schedule N: This release addresses an issue with line 4 of Schedule N. Prior to this release the "Everywhere beginning of year" amounts the "Tennessee end of year" amounts were reversed on the PDF.

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.