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This problem is from Federal income taxation of corporations and shareholders 7t

ID: 2718447 • Letter: T

Question

This problem is from Federal income taxation of corporations and shareholders 7th edition by James S. Eustice. Problem 5A(9).

Facts from problem 5A (1)

A owns all of the stock of X. The stock's basis is $100. X has a total of current and accumulated earnings and profits of $50. X distributes $200 cash to A"with respect to his stock (i.e., as state law "dividend").

problem assumption: The stock of X is owned equally by two shareholders: Y (an individual with a stock basis of $100) and A (an individual with a stock basis of $40). X uses the accrual method, A and Y use the cash method, and all use the calendar year. Assume 1059 does not apply. Use a 34 percent corporate tax rate in this problem. X has always been an S corporation.

During the current year, X accrued income and expense as follows:

Gross income from business $500

Dividendes on AT&T (consider &243) $100

Interest on municipal bonds (&103) 100

Capital gain 100

Total $800

Deductible &162(a)(1) business expenses $430

Noncapital expense not deductible under & 162(e) $90

Capital losses (see &1211 (a) 146

Total $134

Problem (9)

New assumption: Suppose that Y is an individual and that Z has always been an S corporation.

Questions:

(c) How will X’s distribution of $100 to each shareholder in the current year affect the shareholders? (Show a complete calculation of basis and the effect of the distribution for each shareholder.)

Can you provide details the answers in the calculation.

Commentv

Explanation / Answer

Computation of E&P

Working note:

Claculation of tax

Profit befor Tax $134

Add:Nondeductible expenses $90

Add: Capital loss $146

Less: Capital loss allowed $100

Taxabli income $270

Tax @34% $91.80

Particulars Amount Business Income $500 Dividend $100 Interest on bonds $100 Capital gain $100 Total income $800 Less: Expenses ($430+$90+$146) $666 Profit before tax $134 less: tax @34% $91.80 E&P $42.20
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