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Employee
March 25, 2021

@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

tschapiraAuthor
March 25, 2021

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

Employee
March 25, 2021

The IRS also has an actual worksheet.

 

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