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Determine which credits will be used in 2017, and which will be carried forward

ID: 2414694 • Letter: D

Question

Determine which credits will be used in 2017, and which will be carried forward to future years 2. Green Country Corporation reported current earnings and profits of $500,000 in 2017, and had accumulated earnings and profits of $100,000. The corporation distributed $650,000 to it sole shareholder, Roy Webb, on December 31, 2017. Roy's stock basis is $100,000. Calculate a. the amount of the distribution that is taxable as a dividend to Roy? b. Roy's tax basis in his stock after the distribution, and c. Green Country's balance in accumulated earnings and profits as of January 1, 2018

Explanation / Answer

The distribution to shareholder will be treated as dividend to the extent of earnings and profits (both current and accumulated), distribution more than that are treated as return on capital.

a. Amount of distribution taxable as dividend to Roy

Current Earnings and profits $500,000

Accumulated Earnings and profits $100,000

Distribution as dividend $600,000

b. Roy's tax basis in his stock after the distribution

Distribution to Roy $650,000

less: distribution as dividend $600,000

Distribution as return on capital $50.000

Stock Basis before distribution $100,000

Less: distribution as return on cspital $50,000

Tax basis after distribution $50,000

c. Balance in accumulated earnings and profits as of January 1, 2018

Current Earnings and profits $500,000

Accumulated Earnings and profits $100,000

Total Earnings and profits $600,000

Less: distribution as dividend $600,000

Balance in accumulated earnings and profits is $0

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