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tschapira
Returning Member

Shareholder's Adjusted Basis Worksheet - Does Turbo Tax have a template?

I'm looking for a Shareholder's Adjusted Basis Worksheet to track my stock basis, ordinary losses, carry over etc. Is there a form/template within TurboTax business?

 

@tagteam @bluedeb @xmasbaby0 @DawnC  @ColeenD3  @AmyC @MaxTax00 @DaveF1006 

 

 

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3 Replies

Shareholder's Adjusted Basis Worksheet - Does Turbo Tax have a template?


@tschapira wrote:

I'm looking for a Shareholder's Adjusted Basis Worksheet to track my stock basis, ordinary losses, carry over etc. Is there a form/template within TurboTax business?


No. Unfortunately, there is no such form or template in the product.

 

You can always use the template provided by the IRS. 

 

See https://www.irs.gov/businesses/small-businesses-self-employed/s-corporation-stock-and-debt-basis

tschapira
Returning Member

Shareholder's Adjusted Basis Worksheet - Does Turbo Tax have a template?

Thanks - FYI, it was just an explanation but no template. 

Shareholder's Adjusted Basis Worksheet - Does Turbo Tax have a template?

The IRS also has an actual worksheet.

 

See https://www.irs.gov/instructions/i1120ssk#idm140355078371984

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