This article applies to:

Form 8883 print requirements

To calculate Form 8883, Asset Allocation Statement Under Section 338:

In Organizer
, select Informational Forms
, then Asset Allocation Statement
.

Make sure at least 1 Asset Allocation Statement is added, and relevant information is complete.

For each Asset Allocation Statement:

Select Old target
or New target
in the

Filer's Identifying Information

section.

Enter an Acquisition Date
in the

General Information

section, if applicable.

Do a full recompute.