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Proper reporting of S corporation indebtedness.

California CPA • July, 2007 • News&Trends

Unlike partners in a partnership, shareholders of an S corp may acquire tax bases in the S corp indebtedness only to the extent of their loans made directly to the corporation [IRC Sec. 1367(b)(2)(A)]. Therefore, proper reporting of S corp indebtedness on the balance sheet is essential to avoid unnecessary income tax examinations. S corps must report all loans received directly from shareholders on Line 18 of Sched. L of Form 100S to properly reflect such loans.

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For more information, visit www. ftb. ca.gov/professionals/taxnews.


COPYRIGHT 2007 California Society of Certified Public Accountants Reproduced with permission of the copyright holder. Further reproduction or distribution is prohibited without permission.
Copyright 2007, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.
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