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K1x Ideas
Status Planned
Categories K1 Aggregator
Created by Guest
Created on Jan 13, 2023

Eliminate the current 8621 input in favor of Part VII of the K-3 and map data from Sch. K-3, Part VII to the 8621 instead

If we're going to be rolling out the reading ability for Part VII of the K-3 which encompasses all the information currently housed in the 8621 tab under a single investment, we should use the K-3, Part VII input as the populator of the form instead of requiring duplicate data entry (in Part VII and on the 8621 tab).

Release Date Jun 1, 2025
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