Shareholder basis worksheets

CCH Axcess™ Tax

The Shareholder Basis worksheets and forms have been removed. This is because the IRS government form 7203 has replaced the need for additional statements.

The shareholder basis forms were provided as an informational form generated for the Schedule K-1 print copy that individual shareholders receive. This is because the shareholders are required to file the shareholder basis with their 1040 return and if their software provider/accountant/online tax preparation software did not provide this information, they were able to file the necessary items.