Do I Need to Manually Enter the Activity Name Number for Each K-1 to Ensure Proper Mapping?

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No. You can import activity numbers using the Investment Import feature in K-1 Aggregator. This is typically a one-time setup per client, as activity numbers carry forward automatically from year to year. This ensures consistent mapping without needing to manually re-enter activity numbers each tax season.

For more information on importing your investments into K1 Aggregator, please view this article: How to Import and Update Investments in K1 Aggregator

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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