New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

Why aren't the Shareholder's Basis Worksheets printing?

Answer

Verify that the As Required print condition option is selected for the Shareholder's Basis Worksheet, Pages 1 and 2 in the Shareholder Package return collation.

UltraTax CS calculates and prints the shareholder basis worksheets when the following conditions are met.

• Any data is entered in any of the three tabs in the Shareholder Basis dialog under View > Shareholder Information > Other Info tab > Shareholder Basis, including a zero in the Beginning of year field in the Stock or Loan tab.
• The Suppress calculation of shareholder basis worksheet field in Screen 1120 is not marked.

Related topic: 1120-US: Shareholder basis calculations FAQs

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