K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
When an investment does not provide a K-2, we often need to fill one out "pro-forma" based on the face of the K-1. If we could see a checkbox on the home page showing if each K-1 did come with a K-2 or not, that would be helpful so we could click in and fill one out if needed. |
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. |
above |
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. |
K-1x 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. |
a checkbox on the investment summary page for each investment would be helpful. we ultimately need taxable income on the K-2 to tie to federal taxable income, so if there could be some sort of "check" feature listing if it ties or not, that would be even better. |