Insurance Returns: Selecting the Data Source

There are two data sources for your Insurance returns:

• Import data from an NAIC Annual Statement.
• Direct entry of data in the Electronic Organizer.

This selection is made when creating the return.

The data source selection depends on the Return Type selected.

Return Type	Data Sources
1120-PC	Electronic Organizer Health Annual Statement Property and Casualty Annual Statement Title Annual Statement
1120L	Electronic Organizer Life Statement Separate Accounts Annual Statement

 

 

 

1120/ins_data_source_1.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 01/31/2023

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