1065-US: Entering information for interim closing annualization (FAQ)

Show expandable text

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

Where do I enter information for interim closing annualization?

Answer

To enter interim closing annualization information, choose View > Interim Closing Annualization with a 1065 return open. Note that you must have a change of ownership entered in the Changes of Ownership window in Partner Data Entry to enter amounts in the Interim Closing Annualization window.

Was this article helpful?

Thank you for the feedback!