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Winkin, Blinkin, and Nod are equal shareholders in SleepEZ, an S corporation. In

ID: 2570950 • Letter: W

Question

Winkin, Blinkin, and Nod are equal shareholders in SleepEZ, an S corporation. In the conditions listed below, how much income should each report from SleepEZ for 2017 under both the daily allocation and the specific identification allocation method? Refer to the following table for the timing of SleepEZ’s income.

(Do not round intermediate calculations. Round your final answers to the nearest whole dollar amount.)

a. There are no sales of SleepEZ stock during the year.

Income Reported

Daily Allocation Method Specific Identification Method

Winkin __________ ___________

Blinkin ___________ ____________

Nod ___________ ____________

b. On May 29, 2017, Blinkin sells his shares to Nod.

Income Reported

Daily Allocation Method Specific Identification Method

Winkin __________ ___________

Blinkin ___________ ____________

Nod ___________ ____________

c. On May 29, 2017, Winkin and Nod each sell their shares to Blinkin.

Income Reported

Daily Allocation Method Specific Identification Method

Winkin __________ ___________

Blinkin ___________ ____________

Nod ___________ ____________

Period Income January 1 through May 29 (149 days) $ 167,000 May 30 through December 31 (216 days) 441,000 January 1 through December 31, 2017 (365 days) $ 608,000

Explanation / Answer

a. There are no sales of SleepEZ stock during the year.

Daily Allocation Method  

Winkin 202667 ((1/3*365/365*608000))   

Blinkin    202667 ((1/3*365/365*608000))

Nod    202667 ((1/3*365/365*608000))

Specific Identification Method

Winkin 202667 (608000/3)

Blinkin    202667 (608000/3)

Nod     202667 (608000/3)

b. On May 29, 2017, Blinkin sells his shares to Nod.

Daily Allocation Method  

Winkin 202667 ((1/3*365/365*608000))

Blinkin   82732 (1/3*149/365*608000)

Nod 322601 (1/3*365/365*608000)+(1/3*216/365*608000)

Specific Identification Method

Winkin 202667(1/3*167000)+(1/3*441000)

Blinkin 55667 (1/3*167000)+(0/3*441000)

Nod 349667 (1/3*167000)+(2/3*441000)

c. On May 29, 2017, Winkin and Nod each sell their shares to Blinkin.

Daily Allocation Method  

Winkin 82732 (1/3*149/365*608000)

Blinkin     82732 (1/3*149/365*608000)

Nod 442535 (1/3*149/365*608000)+(3/3*216/365*608000)

Specific Identification Method

Winkin 55667 (1/3*167000)

Blinkin 55667 (1/3*167000)

Nod 446667 (1/3*167000)+(3/3*441000)

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