- Consolidated Forms Guide
- Export consolidated tax software grids for Schedule D and Schedule B
- Form 1040 Statements for consolidated report: Line 21, Additional Tax and Interest, Form 1116 Line 12
- Election in settings to use or opt out of the new consolidated reporting.
- List Reference ID in Forms and Fund list
- Order forms list by reference ID
- PDF report fix when the transitional rule is applied
- Remove the day of purchase from the holding period when counting days