K1 Aggregator

Currently line 3 is labeled as State K-1 or Federal K-1.

We need to add Form 8082 for preparation/completion. This would be a fillable form per investment that would be driven by some new UI elements. Here's an example of how I think it might work: Part I would consist of a webview item for Line 1(a)/(b...

When users add attachments for either investments or transferees in K-1 Analyzer, they need to be able to indicate which attachments should be included in the rollover process.

For instances that are entity type = Trust, we need to have an additional field to indicate the type of trust. Need to know if this is a static list or free form to be typed in by the user. Need to add a trust type column to the instance list to m...

Users would like to be able to configure a report and have that report delivered on a user defined schedule to specified email addresses.