Insurance Returns: Cross-Checking of Data Source Types

When you create the return and choose the data entry method, the insurance application then crosschecks the return and entity type and gives you a warning of an invalid selection. For example, a company filing an 1120-L can choose to populate the return through the Electronic Organizer, the Life Annual Statement Transfer, or the Separate Accounts Annual Statement Transfer.

Below are the entity types and the return types available:

1120-L

Life Annual Statement
Separate Accounts Annual Statement
Electronic Organizer – Data Entry

1120-PC

Property and Casualty Annual Statement
Title Annual Statement
Health Annual Statement
Electronic Organizer – Data Entry

1120

Electronic Organizer – Data Entry

1120/oit_taxapp_1.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 01/31/2023