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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Dec 13, 2023

Enhance tax return mapping in review investments

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Ability to have a line item be mapped to multiple different areas within the return. For example - 13H Investment Interest Expense amounts for the same activity when part of the total goes to Sch A and part goes to Sch E. This is common with other lines especially with 1040's and 1041's.

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 puts us in your shoes.


Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.


How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

This would be done in the review investments area.


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