UltraTax CS
Click the following links to access procedures and reference information related to 1120 shareholder information.
Reference information
- Change of Ownership dialog
- Excel Export / Import utility for shareholder information overview
- Shareholder Basis dialog
- Shareholder Information window
Procedures
- Entering change of ownership information for shareholders
- Entering information for Form 2553 for a new C Corporation
- Entering information for Form 2553 for a new S Corporation
- Entering shareholder information
- Entering stock basis, loan basis, and suspended loss information for shareholders
- Entering termination or qualifying disposition dates for the 1377(a)(2) or 1.1368-1(g)(2)(i) election
- Printing a shareholder information report
- Printing blank shareholder information windows
- Viewing the weighted average calculations for shareholders
Video: Exporting and importing partner, shareholder, and apportionment data (approx. 3.5 minutes)
Was this article helpful?
Thank you for the feedback!