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Shareholder Information > 4876-A tab

Use the
4876-A
 tab to enter information to complete Form 4876-A, Election to be Treated as an Interest Charge DISC.

Fields and buttons — General information group box

Enter the number of shares held on the first day the election to be treated as an Interest Charge DISC is to take effect. UltraTax CS prints this information on Form 4876-A, section H.
Enter the number of shares held on the date of consent to be treated as an Interest Charge DISC, if different from the number of shares held on the first day of the election. If this field is blank, UltraTax CS transfers the number of shares held on the first day the election is to take effect. UltraTax CS prints this information on Form 4876-A, section H.
Enter any changes in the number of shares held between the date Form 4876-A was originally filed and the date the election is take effect. UltraTax CS prints "Supplemental" at the top of Form 4876-A. The shareholders who have a change in the number shares held are listed in section G of the supplemental Form 4876-A. UltraTax CS also prints a separate shareholder consent for each new shareholder, or shareholders with additional shares held.

Fields and buttons — Extension for Shareholder Consent group box

Select this button to open a dialog where you can enter information for shareholders who did not consent to the originally filed Form 4876-A.

Fields and buttons — Holder of transferred shares group box

Select this button to open a dialog where you can enter information for shareholders whose consent involves transferred shares.

Fields and buttons — Consent through separate statement group box

Mark this checkbox to print the shareholder consent on a separate statement. If you don't mark this checkbox, the shareholder should consent to the election by signing Part II of Form 4876-A.
If the stock of the Interest Charge DISC is jointly owned by a husband and wife, both must sign the consent. If the stock is owned by tenants in common, joint tenants, or tenants by the entirety, each person must sign the consent.
Enter the name of the person with whom the stock is jointly owned. UltraTax CS prints this information in the separate shareholder consent when you mark the
Shareholder consent on separate statement
 checkbox.
If the shareholder is a corporation or partnership, an officer or partner who is authorized to sign the other returns may sign the consent. The trustee should sign for a trust shareholder, and the executor or administrator should sign for an estate shareholder.
Enter the name and title of the person consenting on behalf of the shareholder. UltraTax CS prints this information in the separate shareholder consent when you mark the
Shareholder consent on separate statement
 checkbox.
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