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Old 03-12-2005, 01:38 PM
David Woods, EA, ChFC, CLU
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Default Re: Form 8697 Look-Back Calculation

"JMc" <jmmc76[at]GameBox.net> wrote:

- quote -

> Does anybody know if there is software out there for
> preparing the 8697?
> Currently, I keep track of everything using an Excel
> spreadsheet, which does the trick. However, I was wondering
> if there was software out there that would keep track of
> everything (i.e. individual contracts, interest
> calculations, exceptions, tax ceilings, and completes the
> form for you).


Not personally aware of any, but if you find something I'd
love to see it.

--
David M. Woods, EA, ChFC, CLU
Woods Financial Services
Norwood, MA 02062
www.woods-financial.com

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Old 03-09-2005, 10:37 PM
JMc
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Posts: n/a
Default Form 8697 Look-Back Calculation

Does anybody know if there is software out there for
preparing the 8697?

Currently, I keep track of everything using an Excel
spreadsheet, which does the trick. However, I was wondering
if there was software out there that would keep track of
everything (i.e. individual contracts, interest
calculations, exceptions, tax ceilings, and completes the
form for you).

Thanks in advance.

Josh

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 

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8697, calculation, form, lookback
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