Shareholder Information > 4876-A tab

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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 tab to enter information to complete Form 4876-A, Election to be Treated as an Interest Charge DISC.

Fields & buttons

General information group box

Enter the number of shares held on the first day the election to be treated as an Interest Charge DISC is to take effect. UltraTax CS prints this information on Form 4876-A, section H.

Enter any changes in the number of shares held between the date Form 4876-A was originally filed and the date the election is take effect. UltraTax CS prints the text "Supplemental" at the top of Form 4876-A. The shareholders who have a change in the number shares held are listed in section G of the supplemental Form 4876-A. UltraTax CS also prints a separate shareholder consent for each new shareholder, or shareholders with additional shares held.

Extension for shareholder consent group box

Click this button to open a dialog where you can enter information for shareholders who did not consent to the originally filed Form 4876-A.

Holder of transferred shares group box

Click this button to open a dialog where you can enter information for shareholders whose consent involves transferred shares.

Consent through separate statement group box

Mark this checkbox to print the shareholder consent on a separate statement. If you do not mark this checkbox, the shareholder should consent to the election by signing Part II of Form 4876-A.

If the stock of the Interest Charge DISC is jointly owned by a husband and wife, both must sign the consent. If the stock is owned by tenants in common, joint tenants, or tenants by the entirety, each person must sign the consent.

Enter the name of the person with whom the stock is jointly owned. UltraTax CS prints this information in the separate shareholder consent when you mark the Shareholder consent on separate statement checkbox.

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