FORM 8621 UPDATE: CONSOLIDATED FORMS GUIDE (V17.03.02)

New Features

• Consolidated Forms Guide
• Export consolidated tax software grids for Schedule D and Schedule B
• Form 1040 Statements for consolidated report: Line 21, Additional Tax and Interest, Form 1116 Line 12
• Election in settings to use or opt out of the new consolidated reporting.
• List Reference ID in Forms and Fund list
• Order forms list by reference ID

Fixes

• PDF report fix when the transitional rule is applied
• Remove the day of purchase from the holding period when counting days