Do I Need to Manually Enter the Activity Name Number for Each K-1 to Ensure Proper Mapping?
You can import activity numbers using the Investment Import feature in K-1 Aggregator.
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