K1A: Open up flexibility in the basis trackers by allowing Contributions and Withdrawals to be editable and manageable like Tax Adjustments (also allow renaming)

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

From the Hartford with complex basis requirements, make the contribution and distribution fields editable like tax adjustments is. Continue to pre-populate as a starting point, but allow adjustments to be made.

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 insurers have at least 3 basis to track and potentially a 4th with CAMT rules. They would like more flexibility in order to more deeply rely on K1A.

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.

All companies with multiple basis tracking needs.

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.

Open up those two fields for editing