Shareholder Information > Shareholder Basis dialog

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Use this dialog to enter shareholder basis and suspended loss information for each shareholder if you want UltraTax CS to calculate the shareholder's stock and loan basis. UltraTax CS combines the current-year losses and suspended losses and determines the allowable amount based on the available stock and loan basis.

To open this dialog, click the Shareholder Basis button in the Shareholder Information window's Other Info tab.

Fields & buttons

From the drop-down list, select the shareholder for whom you want to enter basis and suspended loss information.

Tabs in this dialog

Stock tab

Loan tab

Suspended Losses tab

On the Stock tab, enter shareholder stock basis. In the Loan tab, enter shareholder loan basis. In the Suspended Losses tab, enter shareholder losses and deductible items that were limited by insufficient stock and loan basis in prior years. UltraTax CS combines the current-year loss and suspended loss amounts and determines the allowable amount based on the available stock and loan basis.

Related topic: Shareholder Information > Other Info tab

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