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