Form 8697 Look-Back Calculation

Mar 09, 2005 1 Replies

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



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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

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