S‐Corporation pass through items and account balances
Compute the various S‐Corporation pass through items and account balances
Facts:
Hudson Corp., is a calendar year S corporation
Hudson’s Form 1120S shows non‐separately stated ordinary income of $500,000 for the year
Kate owns 25% of the Hudson stock throughout the year
The following information for the year is obtained from the corporate records:
As a team:
1) Compute Hudson’s book income or loss (NOTE: this will require being able to distinguish what
items of income and expense above are separately vs. nonseparately stated; the nonseparately
stated items are already included in the $500,000 – there is no need to adjust that number)
2) Compute Kate’s ending stock basis
3) Calculate Hudson’s ending AAA balance
Report guidelines:
Include a cover page identifying the report and team members
The report should be type written (Excel, Word) and can be submitted in any electronic format
(pdf, Word, Excel) – be sure any submitted files are formatted for printing
Support any necessary computations to be eligible for partial credit
Tax exempt interest income 23,000 $
Salary paid to Kate (310,000)
Charitable contributions (25,000)
Dividends received from a non‐US corporation 30,000
Short‐term capital loss (25,000)
Depreciation recapture income 58,000
Refund of prior state income taxes 26,000
Cost of goods sold (305,000)
Long‐term capital loss (36,000)
Administrative expenses (110,000)
Long‐term capital gain 60,000
Selling expenses (48,000)
Kate's beginning stock basis 151,000
Kate's additional Hudson stock purchases 60,000
Beginning AAA 143,000
Kate's loan to Hudson