Screen A-1 - Insurance Carrier Information (5500)

General

When you enter an X in this field, UltraTax CS leaves Schedule A, line 1f blank.
Agent information prints on the form in descending order based on the total fees and commissions paid.
When you enter data in this statement dialog, UltraTax CS marks the Yes checkbox on Schedule A, line 11 and generates the description on line 12.

Funds

The insurance company should provide this information. If the insurance company does not provide this information, enter
Not provided
.
When you enter an amount in this field while leaving the
Basis of premium rates
field blank, UltraTax CS displays "Not provided" on Schedule A, Page 3, line 6a.
Enter a description for the type of contract if you selected
3
(Other) in the
Type of contract: Allocated funds
field.
Enter a description for the type of contract if you selected
4
(Other) in the
Type of contract: Unallocated funds
field.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close