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Common questions about stock ownership in Lacerte

by Intuit• Updated 1 month ago

Lacerte requires stock ownership information to calculate the shareholders' distributive share of items.

Below, you'll find answers to frequently asked questions about stock ownership in Lacerte:

  • Entering Shareholders' Percentage of Stock Ownership
  • Entering Change of Ownership for an S Corporation (Form 1120S)
  • Troubleshooting critical diagnostic ref. #25213 – allocation factor for shareholders doesn’t equal 100%
  • Entering shareholder property distributions other than dividends (including cash) for Form 1120S
Lacerte Tax

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