Skip to Main Content
K1x Ideas
Status Community Review
Categories K1 Creator
Created by Guest
Created on Mar 2, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CORE-I-1 Composite and Withholding Module.

Composite and Withholding Questionnaire Merged

In K-1 Exchange, clients need to be able to have a way for investors to answer questions to determine composite and withholding requirements and complete the necessary forms.