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This article applies to:

  • Product: Planner CS

Import sales from UltraTax CS

When you import a tax return to Planner CS from UltraTax CS, the gain or loss from current year sales will transfer to either of the following locations.
  • Income
    , then the
    Cap G/L
     tab or
    Form 4797
     tab
  • Activities
    , then the
    8582 G/L
     tabs, if the sale is associated with a passive activity
The sales price, basis, and expenses won't transfer to Planner CS because there are no input fields for that information. Sales information from years other than the current year are also not included.

Installment sale

The gain from a current year installment sale will import to Planner CS. Current year payments and the current year gain included in income from prior year sales won’t import to Planner CS. Enter the gain from the installment sale in the fields on the
Cap G/L
,
Form 4797
, and
8582 G/L
 tabs.