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Form 2553: Listing additional shareholders


🔍 Form 2553: Listing additional shareholders

Use this guide to add additional shareholders to Form 2553 by entering the required shareholder details and duplicating the appropriate section in the forms list.

⚠️ Before You Begin

You will need the following information for each additional shareholder:

  • Name and address
  • Number of shares held
  • Date acquired
  • SSN (Social Security Number) or EIN (Employer Identification Number)
  • Month and day the shareholder's tax year ends

📊 Step-by-Step Guide

Step 1: Enter each additional shareholder’s details

Use this when you need to provide the required shareholder information for Form 2553.

First, fill in the name and address of each shareholder along with the number of shares held, the date acquired, SSN (Social Security Number) or EIN (Employer Identification Number), and the month and day the shareholder's tax year ends.

Step 2: Duplicate the “Part 1 Shareholders” section

Use this when you need to add more shareholders than the original section allows.

To list additional shareholders, press CTRL+F10 to open the forms list, and then choose Duplicate Part 1 Shareholders (Dup Part 1).

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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