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K1x Ideas
Status Community Review
Categories K1 Aggregator
Created by Guest
Created on Jun 3, 2024

Support Multiple State Forms

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

Fed/State taxable income grid does not support multiple state forms for the same state. Example NY: the data is being pulled from the NY IT 204 CP, not the IP.


This scenario can also occur with CA forms [CA-565 & 568], as well as other states which have resident/non-resident versions of their K-1s, e.g. PA).

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.

This will eliminate the manual workarounds needed to ensure data is accurate in state fields.

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.

Preparer & Reviewer

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.

Reader being able to read both state forms and user can decide what data they want to flow into the UI.


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