Select data source

There are 2 data sources for your insurance returns. Import from an NAIC Annual Statement or data entry in the electronic Organizer.
You choose the
Data Source
when you initially create the return. What appears in the
Data Source
drop-down depends on the
Return Type
you select.
If you select
1120-PC, Property & Casualty
as the return type, the following options will appear in the
Data Source
field.
  • Electronic Organizer
  • Health Annual Statement
  • Property and Casualty Annual Statement
  • Title Annual Statement
If you select
1120-L, Life Insurance
as the return type, the following options will appear in the
Data Source
field.
  • Electronic Organizer
  • Life Statement
  • Separate Accounts Annual Statement

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close