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.

Interest:Enter a code in the Type Code field in the Interest statement on Screen Income or Broker to identify interest income that is an adjustment to an interest amount (such as nominee or accrued interest).If an item of interest income requires an adjustment, enter the total amount received on one line, and enter the adjustment amount on a separate line in the same column with type code3,4,5, or6. Enter the adjustment as a positive amount.

Dividend:Enter a code in the Type Code field in the Dividends statement on Screen Income or Broker to indicate that the income item is a nominee adjustment amount. If an item of dividend income requires a nominee adjustment, enter the total amount received on one line, and then enter the nominee amount on a separate line in the same column with type code3. Enter the nominee adjustment as a positive amount.

Was this article helpful?

Yes No

Submit