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Corporation S is an S Corporation which elects S status effective January a of t

ID: 2408455 • Letter: C

Question

Corporation S is an S Corporation which elects S status effective January a of the tax year specified for the exam. Sole shareholder J has a basis of $400,000 in his stock. At the same time, S has $200,000 in accumulated earnings and profits. For the same tax year, S has the following items of income and expense:

Gross Business Income $250,000

Dividend income $150,000

Business expenses $100,000

Expenses related to Dividends $50,000

a. J has non-separately stated income of $150,000 and dividend income of $100,000

b. J has non-separately stated income of $150,000 and dividend income of $83,333.

c. Neither of the above.

please explain why you choose this answer. Thank you.

Explanation / Answer

Option a.

Business expenses are deductible from gross business income, assuming they are not already deducted so Net Income from business is as follows

Gross Business Income - Business Expenses = 250000-100000 = 150000

No expenses are allowed to be deducted against the dividend income but not the business income. and hence

Net Dividend Income = Gross Dividend Income - Expenses related to divided = 150000-50000 = 100000

so the correct option is (a)