Home
Forms Library
S corp shareholder basis worksheet excel

S corp shareholder basis worksheet excel 2025

s corp shareholder basis worksheet excel Preview on Page 1

See details

4.3 out of 5

45 votes

The document is a worksheet designed for S Corporation shareholders to calculate their adjusted stock basis and loan basis for a specific tax year. It outlines the steps to determine stock basis increases and decreases, including contributions, income, distributions, and losses. The worksheet also provides guidance on how to handle shareholder loans and the implications of these adjustments on tax reporting.

Here's how it works

01. Edit your s corp shareholder basis worksheet excel online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send shareholder basis worksheet via email, link, or fax. You can also download it, export it or print it out.

How to modify S corp shareholder basis worksheet excel in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Working on paperwork with our comprehensive and intuitive PDF editor is simple. Follow the instructions below to complete S corp shareholder basis worksheet excel online easily and quickly:

Sign in to your account. Log in with your credentials or create a free account to try the service prior to choosing the subscription.
Upload a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit S corp shareholder basis worksheet excel. Effortlessly add and highlight text, insert images, checkmarks, and icons, drop new fillable areas, and rearrange or delete pages from your paperwork.
Get the S corp shareholder basis worksheet excel completed. Download your updated document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Benefit from DocHub, the most straightforward editor to rapidly handle your paperwork online!

See more s corp shareholder basis worksheet excel versions

We've got more versions of the s corp shareholder basis worksheet excel form. Select the right s corp shareholder basis worksheet excel version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2017	4.3 Satisfied (45 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How does a corporation distribute a portion of income to stockholders?

Through dividends, or sometimes stock buyback events. Dividends are direct payments to shareholders based on ownership, typically a ~1% of the share price per share.

How are profits distributed in S corp?

Distributions are an attractive option for S-Corp shareholders who want to pull money from the business. S-Corp distributions must be made proportionally ing to each shareholders ownership stake in the company. For example, if a shareholder owns 25% of the S-Corp, they must receive 25% of the total distribution.

How is income allocated to S corporation shareholders?

Per IRC section 1377(a)(1), items of income, gain, loss, deduction, or credit are allocated to the shareholder on a per-share, per-day basis. S Corporation items cant be specifically allocated to shareholders.

How do shareholders get paid in S corp?

How do S corp owners pay themselves? Those who are both an employee and a shareholder in an S corporation generally pay themselves via distributions and a salary. The latter is necessary if the individual performs more than minor services for the business.

Is there an inside and outside basis in S corp?

In tax law the inside basis is the cost basis of an entity (such as a corporation, partnership, or LLC) in its assets. The outside basis is the owners basis in their interests in the entity. Often, the inside and outside basis can be quite different.

s corporation adjusted basis worksheet

S corp shareholder basis worksheet excel pdf S corp shareholder basis worksheet excel free download S corp shareholder basis worksheet excel 2022 Shareholder basis Worksheet PDF S Corp basis worksheet Form 7203 S Corp shareholder distribution rules Sale of S corporation stock to another shareholder

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

Is S corp basis the same as retained earnings?

There are a few key reasons why a shareholders stock basis in an S corporation doesnt match the retained earnings: Initial Basis: A shareholders initial basis starts with their investment but is adjusted over time. Retained earnings are the accumulated profits of the company.

What is the 60/40 rule for S corp?

What is the 60/40 rule? The 60/40 rule is a simple approach that helps S corporation owners determine a reasonable salary for themselves. Using this formula, they divide their business income into two parts, with 60% designated as salary and 40% paid as shareholder distributions.

How is income allocated in an S corp?

No. Per IRC section 1377(a)(1), items of income, gain, loss, deduction, or credit are allocated to the shareholder on a per-share, per-day basis. S Corporation items cant be specifically allocated to shareholders.

S corp shareholder basis worksheet excel 2025

Here's how it works

How to modify S corp shareholder basis worksheet excel in PDF format online

See more s corp shareholder basis worksheet excel versions

Complete this form in 5 minutes or less

Got questions?

How does a corporation distribute a portion of income to stockholders?

How are profits distributed in S corp?

How is income allocated to S corporation shareholders?

How do shareholders get paid in S corp?

Is there an inside and outside basis in S corp?

Complete this form in 5 minutes or less

People also ask

Is S corp basis the same as retained earnings?

What is the 60/40 rule for S corp?

How is income allocated in an S corp?

shareholders adjusted basis worksheet

Try more PDF tools