To do this, first fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends.
To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1).
This information applies to all years of the UltimateTax software.
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