Master Group Activities

1040 Master Group Activities * 1041 Master Group Activities * 1065 Master Group Activities * 1120 Master Group Activities

Master Group activities are tax application activities maintained in the activity Master Group in the tax return database. See the links above for the Master Group activities for tax applications 1040, 1041, 1065, and 1120. Tax application 990 does not have Master Group activities.

Master Group activities all include an Organizer data field labeled Activity Number. The activity number for a Master Group activity represents the sequential numeric identification of the activity and is the means by which Data Connection updates the operative activity during an import.

The activity number for all Master Group activities is assigned the Data Dictionary field name ACTIVITY NUMBER, a reserved field name that should not be used for any other data field in tax applications that include Master Group activities (1040, 1041, 1065, and 1120).

Organizer data fields labeled Activity Number do not necessarily mean that the corresponding FormSource field name is ACTIVITY NUMBER.

The activity number for a Master Group activity is not exported as a value for the field name ACTIVITY NUMBER but is exported as the Copy number for the activity.

Activity numbers must be unique across all activities. The same activity number cannot be used even if it is in different master group form names.

For 1040 only, to change the activity type of a Schedule K-1, it is best to open the return and manually select Partnership, Estate/Trust, S Corporation, or PTP instead of changing an existing Schedule K-1 through import.

To summarize:

Master Group activity numbers are exported as an activity’s Copy number but are never exported as a value for the ACTIVITY NUMBER field name.
Data Connection uses the activity Copy number to identify the Master Group activity member to be updated during an import.

Import/Export/dc_specs_gst_16.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022