Shareholder Weighted Average Computation dialog

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Use this dialog to view the weighted average calculation for each shareholder. UltraTax CS uses Section 1377(a) to determine each shareholder's pro-rata share of shareholder items, unless an election under Section 1377(a)(2) or Regulation 1.1368-1(g)(2)(i) is made. See How UltraTax CS calculates each shareholder's weighted average percentage for more information.

To open this dialog, click the View Computation button in the Change of Ownership dialog.

Fields & buttons

Shareholder

From the drop-down list, select the shareholder whose weighted average calculations you want to view.

Shareholder Weighted Average Computation

UltraTax CS displays the weighted average calculations for the shareholder selected in the field at the top of the dialog.

Shareholder Total Percentage

UltraTax CS displays the total percentage of ownership for the shareholder selected in the field at the top of the dialog. UltraTax CS uses the shareholder percentage shown in this field in the allocation of shareholder items, unless an election under Section 1377(a)(2) or Regulation 1.1368-1(g)(2)(i) is made.


Related articles

Change of Ownership dialog overview

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