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Shareholder

A terminating election under IRC 1377(a)(2)

Amounts on Schedule K-1

Calculate adjusted taxable income

Calculate the basis limitation by the Partner's Basis Worksheet

Calculate the gain recognized on a shareholder's loan repayment

Calculate the gain recognized on repayment of a shareholder loan when the shareholder has more than 1 loan

Calculate the loan basis restored on the Shareholder's Basis Worksheet

Distributions aren't reducing the Shareholder's loan basis

Elect to have the shareholder basis reduced by deductible items and then non-deductible items

Enter a change of ownership for an S corporation

Enter a foreign address for a shareholder in electronic corporate returns

Enter a foreign shareholder address

Enter a loan repayment for a shareholder

Enter California stock basis, loan basis, and suspended loss information for shareholders

Enter change of ownership information for shareholders

Enter data for Schedule K-1, Box 17 - Other information

Enter deemed dividends

Enter Form 2553 information for a new S Corporation

Enter shareholder basis and generate the Shareholder's Basis Worksheet

Enter shareholder information

Enter shareholder losses disallowed by basis limitations from prior years

Enter shareholder wages and Section 179 expense

Enter shareholder wages used to calculate the Section 179 business income limitation

Enter simplified employee pension (SEP) contributions

Enter stock basis, loan basis, and suspended loss information for shareholders

Exceptions for filing Form 8990

Export shareholder information to Excel

File Form 8990 for a foreign corporation

Form 2553–Printing the Shareholder’s Consent Statement Worksheet

Gain or loss on disposal of section 179 assets on the shareholder basis worksheet

Gain recognized on repayment of shareholder loan

Import shareholder information from Excel

Include disallowed interest expense in the Schedule M-3 for an eliminations client

Partner's Basis Worksheet - Combine K1s received from the same partnership into one Partner's Basis Worksheet

Prepare a Form 1120-S return for a shareholder with a qualifying disposition or termination of interest

Print Schedule K-1 instructions

Print shareholder reports and worksheets with Section 1377 election

Print Spanish transmittal & shareholder letters

Print the shareholder package only

Qualifying disposition under IRC 1.1368-1(g)(2)(i)

Reconcile Schedule L and M-2 Equity Accounts for 1120 S Corporations

Report tax-exempt interest for shareholder on Schedule K-1, line 16a

Schedule K-1 statements not printing after making a section 1377 or 1368 election

Schedule K-1, line 17, code R

Section 163(j) election

Section 179 expense not allocated to a shareholder who is an estate or trust

Send shareholder K-1 packages by email

Shareholder's weighted average percentage calculation

Shareholders listed in the consent to the S Corporations Section 1377(a)(2) election

Specially allocate items to shareholders

Troubleshoot shareholder's basis worksheets not printing

U.S.: Reg. 1.1367-1(g): Election for Alternative Ordering Rules for Allocation of Deductions to Shareholder Basis

View the weighted average calculations for shareholders

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