K1X Release - 09/24/2025

K-1 Aggregator

• CCH Integration Updates for 1041 and 1065: CCH Integration updates for TY24 have been made for Forms 1041 and 1065 form types.
• Bug Fixes:
  • Manage investments screen will now automatically refresh after new uploads are successfully processed.
  • UX Update: long investment names in the manage investments table will be truncated and users can view the full name on hover over.
  • Restored ability to remove spaces from the Reference Number ("Reference #") field within the Form 8621s.
  • K-1 Line Item Summary Report summing issues for Form 1041 have been resolved.
  • K-3 Summary Report: Issues related to Part VII not loading in the reports screen have been resolved.
  • Locking investments functionality has been restored. 

990-Series Solutions

• Engagement Year - Navigation: This release addresses an issue with the left-hand navigation bar year selection drop down. Engagements with multiple years may now be navigated to using the year selection.  
• Filing Instructions: This release includes some formatting adjustments to the address for the "Prepared for" and "Prepared by" sections to display the address in a consistent manner.
• Form 990, Part V, Line 11a: This release adjusts line 11a to allow for amounts exceedning $999M.
• Florida Form F-7004: This release addresses an issue with a conflict between the display of signer and contact information.
• IL AG990, Filing Instructions: This release makes a change to the filing instruction for Illinois Form IL AG990. The instructions no longer reference an e-file authorization as this form does not support electronic filing.

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.