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Data entry

Enter an entire disposition

Use the following steps to enter an entire disposition of an activity.
  1. While in a plan, select the
    Activities
     button.
  2. In the Activities list, select or add the activity for which you'll enter the disposition.
  3. Select the
    Data Entry
     button.
  4. Mark the
    No
     checkbox in the
    Sold this year?
     field.
    note
    This field is related to passive activity only.
  5. Select
    Yes
     or
    No
     in the window that opens. Select
    Yes
     if the activity was already sold to remove future income for this activity, or select
    No
     to compare the results of disposing the activity in future years based on projected income. The activity will be considered disposed whether you select
    Yes
     or
    No
    .
The checkbox in the
Sold this year?
 field is now marked
Yes
. To remove the disposition, clear the checkbox.
Once you dispose of the activity, Planner CS will release all current year and prior year suspended passive losses associated with the activity. If the activity is disposed of at a net overall gain, Planner CS will use the gain to offset passive losses from other activities.

This article applies to:

  • PRODUCT: Planner CS