Shareholder spreadsheet

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

The Shareholder spreadsheet displays the total as well as each shareholder's pro-rata share of beginning-of-year shares, ownership percentage, shareholder health insurance, distributions, deemed dividends, loan repayments, beginning-of-year stock basis, and beginning-of-year loan basis.

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