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K1x Ideas
Status Will not implement
Categories 990 Tracker
Created by Guest
Created on Mar 11, 2024

Use VAR or VARIOUS for dates sold on 990-PF

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

If allowed in the xml e-file, in the input for capital gains and losses on a 990-PF, add the option to use VAR or VARIOUS instead of a date with an attachment of a pdf of a 1099-B.

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.

Avoid having to input all capital gains and losses and reference a pdf. Currently have to enter 12/31/2023 as the sold date, for example, if we are referencing a schedule with many different dates.

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.

990-PF users

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.

If allowed in the xml e-file, in the input for capital gains and losses on a 990-PF, add the option to use VAR or VARIOUS instead of a date with an attachment of a pdf of a 1099-B.


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  • Admin
    Geralyn Hurd
    Mar 12, 2024

    @Guest Unfortunately, we're unable to change these fields to an alpha field. E-file XML requires a date field.