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

You can enter shareholder supplemental information in 2 ways.
  • Enter the amounts in the KSep screen in the Schedule K folder if you want to allocate an item to all shareholders based on their ownership percentage. Enter a description and amount in the fields of the input screen. UltraTax CS allocates these items to each shareholder based on their respective ownership percentage.
  • Select
    View
    ,
    Shareholder information
    , then the
    Other Info
    tab and enter amounts in the
    Supplemental information
    field for each shareholder to allocate items to specific shareholders or based on an allocation method other than the shareholder's ownership percentage.

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