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K1x Ideas
Status Will not implement
Categories K1 Aggregator
Created by Guest
Created on Jan 31, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit IDEA-I-89 K-1 Analyzer Reporting Improvements.

Create report for Siloed (Look Through Rule) investment Merged

In the input screen in K-1A under the Federal/State UBI tab, you are able to select (and add) activities of an investment. It would be nice to have a report that can capture this information. With that, we would be able to track siloed investments in the system and easily create a workpaper when preparing the 990-T. If you wanted to go a step further, the activity number in K-1A could default to 901101 and allow for manual input if it is siloed. Then when you would import investment activity into the CTRAC 990-T, the system could use the activity number to aggregate and add as many silos as necessary from the investment activity.