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990-T Schedule D - Add a way to identify the silo associated with Schedule D

There is nowhere on Schedule D to indicate which silo it is associated with. It wound be useful to allow the silo (i.e. "Investment Activities") to appear on Schedule D.
about 2 years ago in 990 Tracker 1 Community Review

Matching should be based on Pass-through(Investment) EIN, not Pass-through(Investment) Name.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Pass-through(Investment) Name should not be a consideration for matching How will this idea help you and potentially others? Understanding how thi...
about 1 year ago in K1 Aggregator 0 Ready to Plan

Returns should not clear validation without an 8453TE or equivalent attached.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A tax return should not be qualified to efile without an 8453TE or equivalent attached. How will this idea help you and potentially others? Unders...
5 months ago in 990 Tracker 0 Community Review

Ability to import federal and state K-1 activity separately into CCH

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to be able to import only federal activity from K-1s into CCH while decisions are still being made on which states to file in in ...
10 months ago in K1 Aggregator 0 Community Review

"See Statement" when there's enough place in the blank space

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are many places throughout the return that says "see statement" even though there is enough blank space. How will this idea help you and pot...
about 1 year ago in 990 Tracker 0 Community Review

Massachusetts M-990T manadatory efile

Since Massachusetts made it mandatory efile for M990T please make the software work so we have the ability to efile from the software.
about 2 years ago in 990 Tracker 2 Will not implement

Option to search engagements by EIN

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There needs to be a search option to look for engagements by EIN and not just by engagement name. Frequently we have clients change the organizati...
7 months ago in All Products 0 Community Review

Can we have a report that has all the information offered on the K-1 Line Item Summary in the format that is shown on the K-1 TAXABLE Line Item Summary.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...
7 months ago in K1 Aggregator 0 Validating

Foreign Corporation activity reports

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be a report that pulls together all of inputs in the non k-1 investment activity section similar to a k1 detail summary How will this...
12 months ago in K1 Aggregator 2 Validating

Option to Suppress printing of Form 990 Schedule D if it is blank.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule D currently prints when Part IV, Line 12b is marked YES. However, there are times where nothing is printing on the form. Request an optio...
4 months ago in 990 Tracker 0 Validating