Screen G – Financial Transactions Information (5500)

Schedule G Information

Schedule of loans or fixed income obligations in default
UltraTax CS marks the Yes checkbox on Schedule H, line 4b and displays the unpaid loan amount in the
Amount
field. If this field is blank, UltraTax CS marks the No checkbox.
Schedule of leases in default or classified as uncollectible
UltraTax CS prints this information on Schedule G, Part II, marks the Yes checkbox on Schedule H, line 4c, and prints the overdue amount in the amount field. If you leave this field is blank, UltraTax CS marks the No checkbox.
Schedule of nonexempt transactions
UltraTax CS prints this information on Schedule G, Part III, marks the Yes checkbox on Schedule H, line 4d, and prints the net gain/loss amount in the amount field. If this field is blank, UltraTax CS marks the No checkbox.

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