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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Feb 22, 2024

Enhanced Reading of 1061 Footnotes

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

1061 footnotes frequently contain information in a line/label format. We need to know long-term vs. short-term g/l.


Need all numerical information, all long term/short term g/l, ideally split between state and federal values.

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.

All investments need to know the splits between short vs long term g/l and federal vs state and any deductions or additions in the footnotes.

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.

N/A

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.

It should just be in the information pulled from the k1. Right now we're adding it at the bottom under "other."


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