window to enter shareholder data. The shareholders you have added appear in the
Shareholder spreadsheet
. The spreadsheet displays the total as well as each shareholder's pro-rata share of beginning-of-year shares, ownership percentage, health insurance, distributions, deemed dividends, loan repayments, beginning-of-year stock basis, and beginning-of-year loan basis.
Go to the
Shareholder Information
window, then select
Shareholder Information
.
Components of this window
Shareholder Information
menu
Shareholder Information
toolbar
Shareholder spreadsheet
Shareholder
tab
Other Info
tab
Schedule B-1
tab
2553
tab
1128
tab
DISC
tab
4876-A
tab
State tabs
tip
You can use the Excel Export/Import utility to import and export shareholder information to and from UltraTax CS/1120 and a Microsoft Excel workbook.