Scenario Building: Automate common line items (Line 19A, Line 20A, B, etc.)

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

• Why aren’t the allocation codes for Line 19A of the Federal K-1 and that of Withdrawals and Distributions on Item L linked up?
o User is currently required to use the same code in two difference sections of the Scenario Builder.
§ Logic could easily be to enter the amount on Line 19A and then it will automatically flow to Item L, right?

• No “behind-the-scenes” logic for Box 4c?

• No “behind-the-scenes” logic for Box 20A/20B? Why is that the case?

· Any reason for the allocation codes used on Box 20, Code Z to sum up? Can the system say “STMT” on the face of the Schedule K-1 instead? And then have the appropriate detail in the whitepaper section of the package?

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.