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Ghosts on the ledger
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Future of professionals report 2025
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Shareholder Weighted Average Computation dialog
Show all hidden content
Use this screen to view the weighted average calculation for each shareholder. UltraTax CS uses Section 1377(a) to determine each shareholder's pro-rata share of shareholder items, unless an election under Section 1377(a)(2) or Regulation 1.1368-1(g)(2)(i) is made.
Go to the
Change of Ownership
screen and select View Computation
.Fields and buttons
Shareholder
Select the shareholder whose weighted average calculations you want to view.
Shareholder Weighted Average Computation
UltraTax CS shows the weighted average calculations for the selected shareholder.
Shareholder Total Percentage
UltraTax CS shows the total percentage of ownership for the selected shareholder. UltraTax CS uses the shareholder percentage shown here in the allocation of shareholder items, unless an election under Section 1377(a)(2) or Regulation 1.1368-1(g)(2)(i) is made.