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K1x Ideas
Status Planned
Categories K1 Aggregator
Created by Guest
Created on Aug 7, 2023

Import Sheet Should Mirror Drop Downs for Entity Types

In the template to add your investments.
(Column B - Entity types (Required) ) should include the same list of what is found in the app under Manage Investments > Edit Investments > How is this entity treated for U.S. tax purposes?


See image.

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