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Level 2
September 2, 2022

Form 5472 - best way to add shareholder #3+ in Part II

  • September 2, 2022
  • 1 reply
  • 7 views

Any tricks to create a new tab to list all >25% shareholders so PTO creates a statement to list #3 shareholder?  Current solution is attach efile pdf statement. 

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    1 reply

    sjrcpa
    Level 15
    September 2, 2022

    How can 4 shareholders each own >25%?

    The more I know the more I don’t know.
    Level 2
    September 2, 2022

    Not the issue, but ok I have 3 x 25+ <100.  

    sjrcpa
    Level 15
    September 2, 2022

    Thx. The bean counter in me was confused.

    The more I know the more I don’t know.