Shareholder Weighted Average Computation dialog

Use this screen 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.
Go to the
Change of Ownership
screen and select
View Computation
.

Fields and buttons

Select the shareholder whose weighted average calculations you want to view.
UltraTax CS shows the weighted average calculations for the selected shareholder.
UltraTax CS shows the total percentage of ownership for the selected shareholder. UltraTax CS uses the shareholder percentage shown here in the allocation of shareholder items, unless an election under Section 1377(a)(2) or Regulation 1.1368-1(g)(2)(i) is made.
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