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K1x Ideas
Status Will not implement
Categories K1 Aggregator
Created by Guest
Created on Feb 23, 2022

Add Form 8082 to K-1 Analyzer

We need to add Form 8082 for preparation/completion. This would be a fillable form per investment that would be driven by some new UI elements. Here's an example of how I think it might work:


  • Part I would consist of a webview item for Line 1(a)/(b) as a checkbox. If they check 1(b), the additional questions appear for the user to fill out

  • The checkbox would also control the production of a Form 8082 for the investment

  • Line 2 would be auto-populated based on the investment type

  • Line 3-7 would be auto-populated from the General information of the investment

  • Part II would consist of a checkbox under the estimate column for "Use this information for Form 8082"

  • If checked, the estimate values will map to Col. (d)

  • Col. (c) will map from the Federal Taxable Income column

  • Col. (e) is calculated as Col. (c) minus Col. (d)

  • Col. (a) and (b) would be new UI elements per line

  • Part III would be a narrative box placed somewhere in the investment information at the top of the screen titled "Explanation for Form 8082, Part III"

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  • Admin
    Geralyn Hurd
    May 17, 2024

    We will not implement this form in 2024. The usage within the client base doesn't support adding this form.