Shareholder Information window

Use the
Shareholder Information
window to enter shareholder data. The shareholders you have added appear in the
Shareholder spreadsheet
. The spreadsheet displays the total as well as each shareholder's pro-rata share of beginning-of-year shares, ownership percentage, health insurance, distributions, deemed dividends, loan repayments, beginning-of-year stock basis, and beginning-of-year loan basis.
Go to the
Shareholder Information
window, then select
Shareholder Information
.

Components of this window

  • Shareholder Information
    menu
  • Shareholder Information
    toolbar
  • Shareholder spreadsheet
  • Shareholder
    tab
  • Other Info
    tab
  • Schedule B-1
    tab
  • 2553
    tab
  • 1128
    tab
  • DISC
    tab
  • 4876-A
    tab
  • State tabs
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