It seems that the software counts all types of 199A information as 199A Income, whether it relates to UBIA or wages or deductions. I cant seem to find a good export for this to break out the numbers, other than going into the detail of each investment and finding the information there.
K1X is currently working to improve the usability and design of our K-1 products. Once that work is complete, we will be reviewing ideas such as this one to implement in that new experience.
For 20z sub categories, could there be an auto fill if those categories are on other activities? I.e. W-2 wages on one activity pops up in the subcategory when typing “W”.
Describe your idea. The more information you provide, the clearer picture of your idea we will have. 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 put...
This is functionality to come with our September 19 release
It seems that the software counts all types of 199A information as 199A Income, whether it relates to UBIA or wages or deductions. I cant seem to find a good export for this to break out the numbers, other than going into the detail of each investment and finding the information there.
In addition to 199A inputs, most users would benefit from an API integration with CCH, GoSystem, and OIT that flows the data into the tax return.
K1X is currently working to improve the usability and design of our K-1 products. Once that work is complete, we will be reviewing ideas such as this one to implement in that new experience.