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As of April 1, 2016, Taxpayer X owns 1000 shares of Corporation A stock and 500

ID: 2599047 • Letter: A

Question

As of April 1, 2016, Taxpayer X owns 1000 shares of Corporation A stock and 500 shares of Corporation B stock. On May 1, 2016 the board of directors of Corporation A declared a 5% stock dividend, without the option to receive cash, to shareholders of record on May 15, 2016, payable May 31, 2016. The value of the Corporation A stock is as follows:

May 1, 2016

$10

May 15, 2016

$15

May 31, 2016

$20

Also, on May 1, 2016 the board of directors of Corporation B declared a 10% stock dividend, with the option to receive cash, to shareholders of record on May 15, 2016, payable May 31, 2016. The value of the Corporation A stock is as follows:

May 1, 2016

$15

May 15, 2016

$20

May 31, 2016

$25

Taxpayer X made a gift of all of his Corporation B stock to Taxpayer Y on May 12, 2016.

Regardless of who is obligated to recognize the dividend income, what is the total amount of the dividends from Corporation A and Corporation B as a result of owning 1000 shares of Corporation A stock and 500 shares of Corporation B stock?

A.

None of these choices are correct.

B.

$1,750

C. $2,250

D.

$1,250

E.

$500

May 1, 2016

$10

May 15, 2016

$15

May 31, 2016

$20

Explanation / Answer

Answer : D. $1,250

Explanation : Eventhough Taxpayer X made a gift of all of his Corporation B stock to Taxpayer Y on May 12, 2016, still Corporation B has paid Stock dividend on these shares as the record date is May 15, 2016.

So, Stock dividend paid on Corporation A stock = 1000 * 5% * $10 = $500

Stock/Cash dividend paid on Corporation B stock = 500 * 10% * $15 = $750

Total dividend paid out = $1250