See Which K-1s Are New Without Opening Each One

The K-1 tab now shows a status column so you can tell at a glance which tax documents are new and which you have already reviewed, no more clicking through every K-1 to find the one you have not seen yet.

• A new Status column on the K-1 tab shows an "Unread" badge on any K-1 you have not opened yet

• The badge clears automatically once you open that K-1

• If a fund has multiple K-1s, the collapsed row shows "Unread" if any of them are still new

This is for limited partners with K-1s from one or more funds.

Questions about your K-1s or how this works in your account? Let us know in the comments.