This form contains 481 fields organized into 154 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Accounting Method Selection
Cash Checkbox
Check this box if the corporation uses the cash method of accounting.
Accrual Checkbox
Check this box if the corporation uses the accrual method of accounting.
Other (specify) Checkbox
Check this box if the corporation uses an accounting method other than cash or accrual and enter the method in the space provided.
Other Accounting Method (Specify) Text
If you selected the "Other" accounting method, enter the specific accounting method used by the corporation. Fill only if 'Other (specify)' is 'Yes'.
Depends on: Other (specify)
Affiliated Group/Parent-Subsidiary Status and Parent Info
Yes — Subsidiary in affiliated group/parent-subsidiary controlled group Checkbox
Check this box if the corporation is a subsidiary in an affiliated group or a parent-subsidiary controlled group (and then enter the parent corporation’s name and EIN on the line provided).
No — Not a subsidiary in affiliated group/parent-subsidiary controlled group Checkbox
Check this box if the corporation is not a subsidiary in an affiliated group or a parent-subsidiary controlled group.
Parent corporation name and EIN Text
Enter the name of the parent corporation and its employer identification number (EIN) if the corporation is a subsidiary in an affiliated group or parent-subsidiary controlled group. Fill only if 'Yes — Subsidiary in affiliated group/parent-subsidiary controlled group' is 'Yes'.
Depends on: Yes — Subsidiary in affiliated group/parent-subsidiary controlled group
Amount Owed and Overpayment Totals
Amount Owed Number
Enter the total amount owed to the IRS for this return. Fill only if 'Total tax (Line 31)', 'First installment of section 1062 net tax liability (Line 32)', 'Total payments, credits, and section 1062 net tax liability (Line 33)', 'Estimated Tax Penalty Amount' is smaller than the total of lines 31, 32, and 34 (all).
Depends on: Total payments, credits, and section 1062 net tax liability (Line 33), Total tax (Line 31), First installment of section 1062 net tax liability (Line 32), Estimated Tax Penalty Amount
Overpayment Number
Enter the total amount overpaid for this return. Fill only if 'Total tax (Line 31)', 'First installment of section 1062 net tax liability (Line 32)', 'Total payments, credits, and section 1062 net tax liability (Line 33)', 'Estimated Tax Penalty Amount' is larger than the total of lines 31, 32, and 34 (all).
Depends on: Total payments, credits, and section 1062 net tax liability (Line 33), Total tax (Line 31), First installment of section 1062 net tax liability (Line 32), Estimated Tax Penalty Amount
Available NOL Carryover Amount (Q12)
Available NOL carryover amount Number
Enter the corporation’s available net operating loss (NOL) carryover from prior tax years.
Business Activity Information
Business Activity Code Number Text
Enter the corporation’s business activity code number as instructed for Schedule K.
Business Activity Text
Enter a brief description of the corporation’s primary business activity.
Product or Service Text
Enter the primary product or service provided by the corporation.
Business Deductions (Line 13–26 Amounts)
Line 13 Salaries and Wages Number
Enter the total deductible salaries and wages expense for the tax year (less employment credits).
Line 14 Repairs and Maintenance Number
Enter the total deductible cost of repairs and maintenance for the tax year.
Line 15 Bad Debts Number
Enter the total deductible bad debts expense for the tax year.
Line 16 Rents Number
Enter the total deductible rent expense for the tax year.
Line 17 Taxes and Licenses Number
Enter the total deductible taxes and licenses expense for the tax year.
Line 18 Interest Number
Enter the total deductible interest expense for the tax year.
Line 19 Charitable Contributions Number
Enter the total deductible charitable contributions for the tax year.
Line 20 Depreciation Number
Enter the total depreciation deduction for the tax year (including depreciation from Form 4562 as applicable).
Line 21 Depletion Number
Enter the total depletion deduction for the tax year.
Line 22 Advertising Number
Enter the total deductible advertising expense for the tax year.
Line 23 Pension, Profit-Sharing, etc. Plans Number
Enter the total deductible contributions to pension, profit-sharing, and similar plans for the tax year.
Line 24 Employee Benefit Programs Number
Enter the total deductible cost of employee benefit programs for the tax year.
Line 25 Energy Efficient Commercial Buildings Deduction Number
Enter the energy efficient commercial buildings deduction amount for the tax year.
Line 26 Other Deductions Number
Enter the total amount of other deductible business expenses not included on lines 12 through 25.
Corporation Name and Mailing Address
Corporation legal name Text
Enter the corporation’s full legal name as it should appear on the tax return.
Mailing address line 1 (number and street / P.O. box) Text
Enter the corporation’s mailing address street number and street name, or P.O. box if applicable.
Mailing address line 2 (room or suite) Text
Enter the room, suite, unit, or other secondary address information for the mailing address.
City or town Text
Enter the city or town for the corporation’s mailing address.
State or province Text
Enter the state (or province for foreign addresses) for the corporation’s mailing address.
Country Text
Enter the country for the corporation’s mailing address.
ZIP or foreign postal code Text
Enter the ZIP code or foreign postal code for the corporation’s mailing address.
Corporation Ownership Not Included on Form 851 (Q5a) Yes/No
Yes Checkbox
Check this box if, at the end of the tax year, the corporation owned (directly or indirectly) 20% or more, or 50% or more of the total voting power, of any foreign or domestic corporation not included on Form 851 (Affiliations Schedule).
No Checkbox
Check this box if, at the end of the tax year, the corporation did not own (directly or indirectly) 20% or more, or 50% or more of the total voting power, of any foreign or domestic corporation not included on Form 851 (Affiliations Schedule).
Deductions - Compensation of Officers (Line 12)
Compensation of officers (Line 12) Number
Enter the total deductible compensation paid to corporate officers for the tax year.
Deductions Summary (Total Deductions and Pre‑Special Deduction Taxable Income)
Total Deductions (Line 27) Number
Enter the total deductions amount for the return (sum of deductions reported on lines 12 through 26). Fill only if 'Line 13 Salaries and Wages', 'Line 14 Repairs and Maintenance', 'Line 15 Bad Debts', 'Line 16 Rents', 'Line 17 Taxes and Licenses', 'Line 18 Interest', 'Line 19 Charitable Contributions', 'Line 20 Depreciation', 'Line 21 Depletion', 'Line 22 Advertising', 'Line 23 Pension, Profit-Sharing, etc. Plans', 'Line 24 Employee Benefit Programs', 'Line 25 Energy Efficient Commercial Buildings Deduction', 'Line 26 Other Deductions' are filled (all).
Depends on: Line 13 Salaries and Wages, Line 14 Repairs and Maintenance, Line 15 Bad Debts, Line 16 Rents, Line 17 Taxes and Licenses, Line 18 Interest, Line 19 Charitable Contributions, Line 20 Depreciation, Line 21 Depletion, Line 22 Advertising, Line 23 Pension, Profit-Sharing, etc. Plans, Line 24 Employee Benefit Programs, Line 25 Energy Efficient Commercial Buildings Deduction, Line 26 Other Deductions
Taxable Income Before NOL and Special Deductions (Line 28) Number
Enter taxable income before the net operating loss deduction and special deductions (line 11 total income minus line 27 total deductions).
Deferred Taxes and Total Tax (Lines 11a-12)
Total tax before deferred taxes (Line 11a) Number
Enter the total tax before deferred taxes, which is the sum of lines 7, 8, and 10. Fill only if 'Line 7 - Tax after credits', 'Line 8 - Personal holding company tax', 'Line 10 Total Other Taxes and Interest' is being calculated as the sum of all.
Depends on: Line 7 - Tax after credits, Line 8 - Personal holding company tax, Line 10 Total Other Taxes and Interest
Deferred tax on undistributed earnings of a qualified electing fund (Line 11b) Number
Enter the deferred tax on the corporation’s share of undistributed earnings of a qualified electing fund.
Deferred LIFO recapture tax (Line 11c) Number
Enter the deferred LIFO recapture tax under section 1363(d).
Total tax (Line 12) Number
Enter the total tax after deferred taxes, computed by subtracting the sum of lines 11b and 11c from line 11a. Fill only if 'Total tax before deferred taxes (Line 11a)', 'Deferred tax on undistributed earnings of a qualified electing fund (Line 11b)', 'Deferred LIFO recapture tax (Line 11c)' is being calculated as field 30 minus the sum of fields 31 and 32 (all).
Depends on: Total tax before deferred taxes (Line 11a), Deferred tax on undistributed earnings of a qualified electing fund (Line 11b), Deferred LIFO recapture tax (Line 11c)
Dividends Paid in Excess of E&P (Q6) Yes/No
Yes Checkbox
Check this box if during the tax year the corporation paid dividends (other than stock dividends and distributions in exchange for stock) in excess of its current and accumulated earnings and profits.
No Checkbox
Check this box if during the tax year the corporation did not pay dividends (other than stock dividends and distributions in exchange for stock) in excess of its current and accumulated earnings and profits.
Elect to Forgo NOL Carryback Checkbox (Q11)
Elect to forgo NOL carryback period Checkbox
Check this box if the corporation has a net operating loss (NOL) for the tax year and is electing to waive/forgo the NOL carryback period.
Elective Payment Election and Section 1062 Amounts (Line 22a-22b)
Elective Payment Election Amount (Form 3800) Number
Enter the elective payment election amount from Form 3800 for Schedule J, line 22a.
Section 1062 Applicable Net Tax Liability Number
Enter the Section 1062 applicable net tax liability amount from Form 1062, line 14 for Schedule J, line 22b.
Employer ID, Incorporation Date, and Total Assets
Employer Identification Number (EIN) Text
Enter the corporation’s employer identification number assigned by the IRS.
Max length: 10 characters
Date Incorporated Date
Provide the date the corporation was legally incorporated.
Total Assets Number
Enter the corporation’s total assets amount as of the end of the tax year.
Entity/Partnership/Trust Ownership (Q5b) Yes/No
Yes Checkbox
Check this box if, at the end of the tax year, the corporation owned (directly or indirectly) at least a 20% interest, or at least a 50% interest, in any foreign or domestic partnership or in the beneficial interest of a trust.
No Checkbox
Check this box if, at the end of the tax year, the corporation did not own (directly or indirectly) at least a 20% interest or at least a 50% interest in any foreign or domestic partnership or in the beneficial interest of a trust.
Estimated Tax Penalty (Form 2220 Attached and Amount)
Form 2220 attached Checkbox
Check this box if you are attaching Form 2220 to support or compute the estimated tax penalty reported on line 34.
Estimated Tax Penalty Amount Number
Enter the total estimated tax penalty amount for this return (from Form 2220 if attached).
First Corporation Ownership Detail (Q5a Table Row 1)
Corporation Name Text
Enter the name of the corporation that this corporation owns voting stock in. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Corporation EIN Text
Enter the employer identification number (EIN) of the corporation listed, if available. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of Incorporation Text
Enter the country where the listed corporation is incorporated. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Voting Stock Ownership Percentage Number
Enter the percentage of the listed corporation’s voting stock owned by this corporation. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
First Entity Ownership Detail (Q5b Table Row 1)
Entity Name Text
Enter the name of the partnership, trust, or other entity in which the corporation owns the interest for this row. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Entity EIN Text
Enter the entity’s Employer Identification Number (EIN), if one has been assigned. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of Organization Text
Enter the country where the entity is organized. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Maximum Ownership Percentage (Profit/Loss/Capital) Number
Enter the maximum percentage interest the corporation owned in the entity’s profit, loss, or capital during the tax year. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Foreign Person 25% Ownership (Q7) Yes/No and Details
Yes Checkbox
Check this box if, at any time during the tax year, one foreign person owned directly or indirectly at least 25% of the total voting power or at least 25% of the total value of the corporation’s stock.
No Checkbox
Check this box if no foreign person owned directly or indirectly at least 25% of the total voting power or total value of the corporation’s stock at any time during the tax year.
Foreign Person Ownership Percentage Number
Enter the percentage of the corporation’s stock owned (directly or indirectly) by the foreign person. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Owner’s Country Text
Enter the foreign owner’s country. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Number of Forms 5472 Attached Text
Enter the number of Form 5472 information returns attached to this filing. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Income - Capital Gains, Other Gains/Losses, Other Income (Lines 8-10)
Line 8 Capital gain net income Number
Enter the corporation’s net capital gain income for tax year 2025 as reported on Schedule D (Form 1120).
Line 9 Net gain (loss) from Form 4797 Number
Enter the net gain or loss from Form 4797, Part II, line 17 for tax year 2025.
Line 10 Other income Number
Enter the total amount of other income not reported elsewhere on lines 1 through 9, and attach a statement if required.
Income - Cost of Goods Sold and Gross Profit (Lines 2-3)
Cost of Goods Sold (Line 2) Number
Enter the total cost of goods sold for the tax year as reported on the corporation’s cost of goods sold computation.
Gross Profit (Line 3) Number
Enter the corporation’s gross profit for the tax year (line 1c minus line 2).
Income - Dividends, Interest, Rents, Royalties (Lines 4-7)
Dividends and inclusions Number
Enter the corporation's total dividend income and any required inclusions for line 4.
Interest income Number
Enter the corporation's total taxable interest income for line 5.
Gross rents Number
Enter the corporation's total gross rental income for line 6.
Gross royalties Number
Enter the corporation's total gross royalty income for line 7.
Income - Gross Receipts and Allowances (Lines 1a-1c)
Line 1a - Gross receipts or sales Number
Enter the corporation’s total gross receipts or sales for the tax year before returns and allowances.
Line 1b - Returns and allowances Number
Enter the total amount of returns, refunds, and allowances that reduce gross receipts or sales.
Line 1c - Balance (gross receipts minus returns) Number
Enter the balance after subtracting returns and allowances (line 1b) from gross receipts or sales (line 1a).
Income - Total Income (Line 11)
Total income (Line 11) Number
Enter the corporation’s total income, which equals the sum of income amounts reported on lines 1 through 10.
Income Tax and Adjustments (Lines 1a-1z)
Line 1a Income tax Number
Enter the income tax amount for Schedule J, line 1a.
Line 1b Tax from Form 1120-L Number
Enter the tax amount from Form 1120-L to report on Schedule J, line 1b.
Line 1c Section 1291 tax from Form 8621 Number
Enter the Section 1291 tax amount from Form 8621 to report on Schedule J, line 1c.
Line 1d Tax adjustment from Form 8978 Number
Enter the tax adjustment amount from Form 8978 to report on Schedule J, line 1d.
Line 1e Additional tax under section 197(f) Number
Enter any additional tax due under section 197(f) to report on Schedule J, line 1e.
Line 1f Base erosion minimum tax from Form 8991 Number
Enter the base erosion minimum tax amount from Form 8991 to report on Schedule J, line 1f.
Line 1g Amount from Form 4255 (Part I, line 3, column (g)) Number
Enter the amount from Form 4255, Part I, line 3, column (g), to report on Schedule J, line 1g.
Line 1z Other chapter 1 tax Number
Enter any other chapter 1 tax amount to report on Schedule J, line 1z.
Line 1: Dividends from <20%-owned domestic corporations
Dividends and inclusions (less-than-20%-owned domestic corporations) Number
Enter the total amount of dividends received from less-than-20%-owned domestic corporations (other than debt-financed stock) for this line.
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Special deductions (Dividends from less-than-20%-owned domestic corporations) Number
Enter the special deduction amount for dividends from less-than-20%-owned domestic corporations, calculated as dividends and inclusions multiplied by the applicable percentage. Fill only if 'Dividends and inclusions (less-than-20%-owned domestic corporations)' is greater than 0.
Depends on: Dividends and inclusions (less-than-20%-owned domestic corporations)
Line 10: Dividends from SBICs
SBIC Dividends (Dividends and Inclusions) Number
Enter the total amount of dividends from domestic corporations received by a small business investment company (SBIC) operating under the Small Business Investment Act of 1958.
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SBIC Dividends Special Deduction Number
Enter the special deduction amount for SBIC dividends calculated for this line. Fill only if 'SBIC Dividends (Dividends and Inclusions)' is greater than 0.
Depends on: SBIC Dividends (Dividends and Inclusions)
Line 11: Dividends from affiliated group members
Dividends from affiliated group members Number
Enter the total amount of dividends and inclusions received from affiliated group members for line 11, column (a).
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Special deduction (line 11) Number
Enter the special deduction amount for dividends from affiliated group members for line 11, column (c). Fill only if 'Dividends from affiliated group members' is greater than 0.
Depends on: Dividends from affiliated group members
Line 12: Dividends from certain FSCs
Line 12a Dividends and inclusions Number
Enter the total amount of dividends from certain FSCs to report in column (a) for line 12.
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Line 12c Special deduction Number
Enter the special deductions amount for dividends from certain FSCs to report in column (c) for line 12. Fill only if 'Line 12a Dividends and inclusions' is greater than 0.
Depends on: Line 12a Dividends and inclusions
Line 13: Foreign-source portion of dividends from a specified 10%-owned foreign corporation
Line 13 dividends and inclusions Number
Enter the foreign-source portion of dividends received from a specified 10%-owned foreign corporation (excluding hybrid dividends) for this line.
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Line 13 special deduction Number
Enter the special deduction amount for the foreign-source portion of dividends on line 13. Fill only if 'Line 13 dividends and inclusions' is greater than 0.
Depends on: Line 13 dividends and inclusions
Line 14: Dividends from foreign corporations not included on line 3, 6, 7, 8, 11, 12, or 13
Line 14 dividends and inclusions Number
Enter the total amount of dividends from foreign corporations that are not included on lines 3, 6, 7, 8, 11, 12, or 13.
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Line 14 special deductions Number
Enter the special deductions amount for the dividends reported on line 14. Fill only if 'Line 14 dividends and inclusions' is greater than 0.
Depends on: Line 14 dividends and inclusions
Line 15: Reserved for future use
Line 15 dividends and inclusions Number
Enter the amount of dividends and inclusions for Schedule C, line 15 (reserved for future use).
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Line 15 special deductions Number
Enter the special deductions amount for Schedule C, line 15 (reserved for future use). Fill only if 'Line 15 dividends and inclusions' is greater than 0.
Depends on: Line 15 dividends and inclusions
Line 16a: Subpart F inclusions (sale by CFC of lower-tier stock treated as dividend)
Line 16a Subpart F inclusions amount Number
Enter the amount of Subpart F inclusions from a CFC’s sale of lower-tier foreign corporation stock treated as a dividend.
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Line 16a special deduction Number
Enter the special deduction amount for the Line 16a Subpart F inclusions. Fill only if 'Line 16a Subpart F inclusions amount' is greater than 0.
Depends on: Line 16a Subpart F inclusions amount
Line 16b: Subpart F inclusions (hybrid dividends of tiered corporations)
Line 16b amount (dividends and inclusions) Number
Enter the total Subpart F inclusions derived from hybrid dividends of tiered corporations for Schedule C, line 16b.
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Line 16b special deductions amount Number
Enter the special deductions amount for Schedule C, line 16b, calculated by applying the applicable percentage to the line 16b amount. Fill only if 'Line 16b amount (dividends and inclusions)' is greater than 0.
Depends on: Line 16b amount (dividends and inclusions)
Line 16c: Other Subpart F inclusions from CFCs
Line 16c inclusions amount Number
Enter the amount of other Subpart F inclusions from controlled foreign corporations (CFCs) not included on line 16a, 16b, or 17.
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Line 16c special deduction Number
Enter the special deduction amount related to the amount reported on line 16c. Fill only if 'Line 16c inclusions amount' is greater than 0.
Depends on: Line 16c inclusions amount
Line 17: Global Intangible Low-Taxed Income (GILTI)
GILTI (Dividends and inclusions) Number
Enter the amount of Global Intangible Low-Taxed Income (GILTI) to report as a dividends and inclusions item for line 17.
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GILTI special deduction Number
Enter the special deduction amount related to the GILTI reported on line 17. Fill only if 'GILTI (Dividends and inclusions)' is greater than 0.
Depends on: GILTI (Dividends and inclusions)
Line 18: Gross-up for foreign taxes deemed paid
Line 18 dividends and inclusions amount Number
Enter the gross-up amount for foreign taxes deemed paid to include in dividends and inclusions for line 18.
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Line 18 special deductions amount Number
Enter the special deduction amount calculated for the gross-up for foreign taxes deemed paid on line 18. Fill only if 'Line 18 dividends and inclusions amount' is greater than 0.
Depends on: Line 18 dividends and inclusions amount
Line 19: IC-DISC and former DISC dividends
Line 19 dividends and inclusions Number
Enter the amount of IC-DISC and former DISC dividends not included on lines 1, 2, or 3.
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Line 19 special deduction Number
Enter the special deduction amount for the IC-DISC and former DISC dividends reported on line 19. Fill only if 'Line 19 dividends and inclusions' is greater than 0.
Depends on: Line 19 dividends and inclusions
Line 2: Dividends from 20%+ owned domestic corporations
Dividends and inclusions (Line 2) Number
Enter the total dividends and inclusions received from 20%-or-more-owned domestic corporations (other than debt-financed stock).
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Special deductions (Line 2) Number
Enter the special deduction amount for dividends from 20%-or-more-owned domestic corporations, calculated by applying the applicable percentage to the dividends and inclusions amount. Fill only if 'Dividends and inclusions (Line 2)' is greater than 0.
Depends on: Dividends and inclusions (Line 2)
Line 20: Other dividends
Other dividends (Column a) Number
Enter the amount of other dividends and inclusions to report on Schedule C, line 20, column (a).
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Special deductions for other dividends (Column c) Number
Enter the special deduction amount for Schedule C, line 20, column (c), based on the dividends reported in column (a) and the applicable percentage. Fill only if 'Other dividends (Column a)' is greater than 0.
Depends on: Other dividends (Column a)
Line 21: Deduction for dividends paid on certain preferred stock of public utilities
Dividends amount (Line 21, column a) Number
Enter the total amount of dividends paid on certain preferred stock of public utilities that is used to compute the line 21 deduction.
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Deduction amount (Line 21, column c) Number
Enter the special deduction amount for dividends paid on certain preferred stock of public utilities for line 21. Fill only if 'Dividends amount (Line 21, column a)' is greater than 0.
Depends on: Dividends amount (Line 21, column a)
Line 22: Section 250 deduction
Section 250 deduction base amount Number
Enter the amount of dividends/inclusions that is eligible for the Section 250 deduction as determined from Form 8993.
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Section 250 deduction amount Number
Enter the total Section 250 special deduction to be claimed for this return (from Form 8993). Fill only if 'Section 250 deduction base amount' is greater than 0.
Depends on: Section 250 deduction base amount
Line 23: Total dividends and inclusions
Total dividends and inclusions (column a) Number
Enter the total amount of dividends and inclusions by adding Schedule C, column (a), lines 9 through 20. Fill only if 'Line 9 subtotal (dividends and inclusions)', 'SBIC Dividends (Dividends and Inclusions)', 'Dividends from affiliated group members', 'Line 12a Dividends and inclusions', 'Line 13 dividends and inclusions', 'Line 14 dividends and inclusions', 'Line 15 dividends and inclusions', 'Line 16a Subpart F inclusions amount', 'Line 16b amount (dividends and inclusions)', 'Line 16c inclusions amount', 'GILTI (Dividends and inclusions)', 'Line 18 dividends and inclusions amount', 'Line 19 dividends and inclusions', 'Other dividends (Column a)' is greater than 0 (any).
Depends on: Line 9 subtotal (dividends and inclusions), SBIC Dividends (Dividends and Inclusions), Dividends from affiliated group members, Line 12a Dividends and inclusions, Line 13 dividends and inclusions, Line 14 dividends and inclusions, Line 15 dividends and inclusions, Line 16a Subpart F inclusions amount, Line 16b amount (dividends and inclusions), Line 16c inclusions amount, GILTI (Dividends and inclusions), Line 18 dividends and inclusions amount, Line 19 dividends and inclusions, Other dividends (Column a)
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Total special deductions for dividends and inclusions (column c) Number
Enter the total special deductions related to the dividends and inclusions total for this line from Schedule C, column (c). Fill only if 'Line 9 subtotal (special deductions)', 'SBIC Dividends Special Deduction', 'Special deduction (line 11)', 'Line 12c Special deduction', 'Line 13 special deduction', 'Line 14 special deductions', 'Line 15 special deductions', 'Line 16a special deduction', 'Line 16b special deductions amount', 'Line 16c special deduction', 'GILTI special deduction', 'Line 18 special deductions amount', 'Line 19 special deduction', 'Special deductions for other dividends (Column c)' is greater than 0 (any).
Depends on: Line 9 subtotal (special deductions), SBIC Dividends Special Deduction, Special deduction (line 11), Line 12c Special deduction, Line 13 special deduction, Line 14 special deductions, Line 15 special deductions, Line 16a special deduction, Line 16b special deductions amount, Line 16c special deduction, GILTI special deduction, Line 18 special deductions amount, Line 19 special deduction, Special deductions for other dividends (Column c)
Line 24: Total special deductions
Total special deductions (Line 24) Number
Enter the total special deductions by adding column (c), lines 9 through 22. Fill only if 'Line 9 subtotal (special deductions)', 'SBIC Dividends Special Deduction', 'Special deduction (line 11)', 'Line 12c Special deduction', 'Line 13 special deduction', 'Line 14 special deductions', 'Line 15 special deductions', 'Line 16a special deduction', 'Line 16b special deductions amount', 'Line 16c special deduction', 'GILTI special deduction', 'Line 18 special deductions amount', 'Line 19 special deduction', 'Special deductions for other dividends (Column c)', 'Deduction amount (Line 21, column c)', 'Section 250 deduction amount' is greater than 0 (any).
Depends on: Line 9 subtotal (special deductions), SBIC Dividends Special Deduction, Special deduction (line 11), Line 12c Special deduction, Line 13 special deduction, Line 14 special deductions, Line 15 special deductions, Line 16a special deduction, Line 16b special deductions amount, Line 16c special deduction, GILTI special deduction, Line 18 special deductions amount, Line 19 special deduction, Special deductions for other dividends (Column c), Deduction amount (Line 21, column c), Section 250 deduction amount
Line 3: Dividends on certain debt-financed stock
Line 3 dividends and inclusions Number
Enter the total amount of dividends on certain debt-financed stock of domestic and foreign corporations for Schedule C, line 3, column (a).
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Line 3 special deductions Number
Enter the special deductions amount for Schedule C, line 3, column (c), based on the applicable percentage for this line. Fill only if 'Line 3 dividends and inclusions' is greater than 0.
Depends on: Line 3 dividends and inclusions
Line 4: Dividends on preferred stock of <20%-owned public utilities
Line 4 dividends amount Number
Enter the total dividends received on certain preferred stock of less-than-20%-owned public utilities for Schedule C, line 4, column (a).
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Line 4 special deduction Number
Enter the special deduction amount calculated for Schedule C, line 4, column (c) based on the line 4 dividends and applicable percentage. Fill only if 'Line 4 dividends amount' is greater than 0.
Depends on: Line 4 dividends amount
Line 5: Dividends on preferred stock of 20%+ owned public utilities
Line 5 dividends amount Number
Enter the total amount of dividends received on certain preferred stock of 20%-or-more-owned public utilities for Schedule C, line 5, column (a).
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Line 5 special deduction amount Number
Enter the special deduction amount for Schedule C, line 5, column (c), based on the line 5 dividends and the applicable percentage. Fill only if 'Line 5 dividends amount' is greater than 0.
Depends on: Line 5 dividends amount
Line 6: Dividends from <20%-owned foreign corporations and certain FSCs
Line 6 dividends and inclusions Number
Enter the amount of dividends and inclusions from less-than-20%-owned foreign corporations and certain FSCs for Schedule C, line 6, column (a).
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Line 6 special deduction Number
Enter the special deduction amount for dividends from less-than-20%-owned foreign corporations and certain FSCs for Schedule C, line 6, column (c). Fill only if 'Line 6 dividends and inclusions' is greater than 0.
Depends on: Line 6 dividends and inclusions
Line 7: Dividends from 20%+ owned foreign corporations and certain FSCs
Line 7 dividends and inclusions Number
Enter the total amount of dividends (and any related inclusions) received from 20%-or-more-owned foreign corporations and certain FSCs for line 7, column (a).
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Line 7 special deduction Number
Enter the special deduction amount for dividends from 20%-or-more-owned foreign corporations and certain FSCs for line 7, column (c). Fill only if 'Line 7 dividends and inclusions' is greater than 0.
Depends on: Line 7 dividends and inclusions
Line 8: Dividends from wholly owned foreign subsidiaries
Line 8 dividends and inclusions Number
Enter the total amount of dividends received from wholly owned foreign subsidiaries to report on line 8, column (a).
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Line 8 special deduction Number
Enter the special deduction amount for dividends from wholly owned foreign subsidiaries on line 8, column (c). Fill only if 'Line 8 dividends and inclusions' is greater than 0.
Depends on: Line 8 dividends and inclusions
Line 9: Subtotal (lines 1–8)
Line 9 subtotal (dividends and inclusions) Number
Enter the subtotal of the amounts reported in column (a) for lines 1 through 8. Fill only if 'Dividends and inclusions (less-than-20%-owned domestic corporations)', 'Dividends and inclusions (Line 2)', 'Line 3 dividends and inclusions', 'Line 4 dividends amount', 'Line 5 dividends amount', 'Line 6 dividends and inclusions', 'Line 7 dividends and inclusions', 'Line 8 dividends and inclusions' is greater than 0 (any).
Depends on: Dividends and inclusions (less-than-20%-owned domestic corporations), Dividends and inclusions (Line 2), Line 3 dividends and inclusions, Line 4 dividends amount, Line 5 dividends amount, Line 6 dividends and inclusions, Line 7 dividends and inclusions, Line 8 dividends and inclusions
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Line 9 subtotal (special deductions) Number
Enter the subtotal of the special deduction amounts reported in column (c) for lines 1 through 8. Fill only if 'Special deductions (Dividends from less-than-20%-owned domestic corporations)', 'Special deductions (Line 2)', 'Line 3 special deductions', 'Line 4 special deduction', 'Line 5 special deduction amount', 'Line 6 special deduction', 'Line 7 special deduction', 'Line 8 special deduction' is greater than 0 (any).
Depends on: Special deductions (Dividends from less-than-20%-owned domestic corporations), Special deductions (Line 2), Line 3 special deductions, Line 4 special deduction, Line 5 special deduction amount, Line 6 special deduction, Line 7 special deduction, Line 8 special deduction
Number of Shareholders (Q10)
Number of Shareholders Text
Enter the total number of shareholders the corporation had at the end of the tax year (if 100 or fewer).
Other Entity Ownership Questions (Q4a-Q4b) Yes/No
Q4a Yes Checkbox
Check this box if, at the end of the tax year, any foreign or domestic corporation, partnership (including an entity treated as a partnership), trust, or tax-exempt organization owned directly 20% or more, or owned directly or indirectly 50% or more of the total voting power of the corporation’s stock.
Q4a No Checkbox
Check this box if, at the end of the tax year, no foreign or domestic corporation, partnership (including an entity treated as a partnership), trust, or tax-exempt organization met the ownership thresholds described in Q4a.
Q4b Yes Checkbox
Check this box if, at the end of the tax year, any individual or estate owned directly 20% or more, or owned directly or indirectly 50% or more of the total voting power of the corporation’s stock.
Q4b No Checkbox
Check this box if, at the end of the tax year, no individual or estate met the ownership thresholds described in Q4b.
Other Taxes and Interest (Lines 9a-10)
Line 9a Amount from Form 4255 Number
Enter the amount from Form 4255, Part I, line 3, column (r).
Line 9b Recapture of Low-Income Housing Credit Number
Enter the recapture of low-income housing credit amount from Form 8611.
Line 9c Long-Term Contract Look-Back Interest Due Number
Enter the completed long-term contract look-back interest due amount from Form 8697.
Line 9d Income Forecast Look-Back Interest Due Number
Enter the interest due under the look-back method for the income forecast method from Form 8866.
Line 9e Alternative Tax on Qualifying Shipping Activities Number
Enter the alternative tax on qualifying shipping activities amount from Form 8902.
Line 9f Section 453A(c) Interest/Tax Due Number
Enter the interest or tax due under section 453A(c).
Line 9g Section 453(l) Interest/Tax Due Number
Enter the interest or tax due under section 453(l).
Line 9z Other Taxes and Interest Number
Enter the total amount of any other taxes and interest reported on an attached statement.
Line 10 Total Other Taxes and Interest Number
Enter the total of lines 9a through 9z. Fill only if 'Line 9a Amount from Form 4255', 'Line 9b Recapture of Low-Income Housing Credit', 'Line 9c Long-Term Contract Look-Back Interest Due', 'Line 9d Income Forecast Look-Back Interest Due', 'Line 9e Alternative Tax on Qualifying Shipping Activities', 'Line 9f Section 453A(c) Interest/Tax Due', 'Line 9g Section 453(l) Interest/Tax Due', 'Line 9z Other Taxes and Interest' is being calculated as the total of all.
Depends on: Line 9a Amount from Form 4255, Line 9b Recapture of Low-Income Housing Credit, Line 9c Long-Term Contract Look-Back Interest Due, Line 9d Income Forecast Look-Back Interest Due, Line 9e Alternative Tax on Qualifying Shipping Activities, Line 9f Section 453A(c) Interest/Tax Due, Line 9g Section 453(l) Interest/Tax Due, Line 9z Other Taxes and Interest
Overpayment Disposition (Credited to Estimated Tax vs Refunded)
Overpayment Credited to Next Year Estimated Tax Number
Enter the portion of the overpayment (from line 36) that you want credited to the corporation’s next tax year estimated tax. Fill only if 'Overpayment' is greater than 0.
Depends on: Overpayment
Overpayment Refunded Number
Enter the portion of the overpayment (from line 36) that you want refunded to the corporation. Fill only if 'Overpayment' is greater than 0.
Depends on: Overpayment
Paid Preparer (Individual) Information
Preparer's Name Text
Enter the full name of the individual paid preparer who prepared the return.
PTIN Text
Enter the paid preparer’s Preparer Tax Identification Number (PTIN).
Max length: 11 characters
Paid Preparer Firm Information
Firm Name Text
Enter the paid preparer firm's legal name.
Firm EIN Text
Enter the paid preparer firm's Employer Identification Number (EIN).
Max length: 10 characters
Firm Address Text
Enter the paid preparer firm's complete mailing address.
Firm Phone Number Text
Enter the paid preparer firm's phone number.
Payments and Withholding (Lines 13-19)
Prior Year Overpayment Credited Number
Enter the amount of the preceding year's overpayment you are crediting to the current tax year.
Estimated Tax Payments Number
Enter the total estimated tax payments made for the current tax year.
Refund Applied on Form 4466 Number
Enter the amount of the current year's refund applied for on Form 4466.
Reserved for Future Use Amount Number
Enter the amount for this line only if instructed, as this line is reserved for future use.
Tax Deposited With Form 7004 Number
Enter the total tax deposited with Form 7004.
Withholding Number
Enter the total withholding for the tax year.
Total Payments Number
Enter the total payments amount by combining lines 13 through 18. Fill only if 'Prior Year Overpayment Credited', 'Estimated Tax Payments', 'Refund Applied on Form 4466', 'Reserved for Future Use Amount', 'Tax Deposited With Form 7004', 'Withholding' is being calculated as the total of all.
Depends on: Prior Year Overpayment Credited, Estimated Tax Payments, Refund Applied on Form 4466, Reserved for Future Use Amount, Tax Deposited With Form 7004, Withholding
Publicly Offered Debt with Original Issue Discount Checkbox (Q8)
Issued publicly offered debt instruments with original issue discount Checkbox
Check this box if the corporation issued publicly offered debt instruments with original issue discount (OID) during the tax year.
Q13 Total Receipts/Assets Under Threshold (Yes/No) and Cash/Property Distributions Amount
Yes Checkbox
Check this box if the corporation’s total receipts for the tax year and its total assets at year end are less than $250,000 (as described in Question 13).
No Checkbox
Check this box if the corporation’s total receipts for the tax year or its total assets at year end are $250,000 or more (as described in Question 13).
Total Cash and Property Distributions Number
Enter the total dollar amount of cash distributions plus the book value of property distributions (other than cash) made during the tax year. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Q14 Schedule UTP Required (Yes/No)
Yes — Schedule UTP required Checkbox
Check this box if the corporation is required to file Schedule UTP (Form 1120), Uncertain Tax Position Statement, for the tax year.
No — Schedule UTP not required Checkbox
Check this box if the corporation is not required to file Schedule UTP (Form 1120) for the tax year.
Q15a Form(s) 1099 Payments Made (Yes/No)
Yes Checkbox
Check this box if the corporation made any payments during the tax year that would require it to file Form(s) 1099.
No Checkbox
Check this box if the corporation did not make any payments during the tax year that would require it to file Form(s) 1099.
Q15b Form(s) 1099 Required (Yes/No)
Yes Checkbox
Check this box if, after answering “Yes” to question 15a, the corporation did or will file the required Form(s) 1099. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
No Checkbox
Check this box if, after answering “Yes” to question 15a, the corporation did not and will not file the required Form(s) 1099. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Q16 80%+ Ownership Change (Yes/No)
Yes Checkbox
Check this box if, during the tax year, the corporation had an 80%-or-more change in ownership (including a change due to redemption of its own stock).
No Checkbox
Check this box if, during the tax year, the corporation did not have an 80%-or-more change in ownership (including a change due to redemption of its own stock).
Q17 Disposed of >65% of Assets in Transaction (Yes/No)
Yes Checkbox
Check this box if, during or after the tax year but before filing this return, the corporation disposed of more than 65% (by value) of its assets in a taxable, nontaxable, or tax-deferred transaction.
No Checkbox
Check this box if the corporation did not dispose of more than 65% (by value) of its assets during or after the tax year but before filing this return.
Q18 Section 351 Transfer Over $1 Million FMV (Yes/No)
Yes Checkbox
Check this box if the corporation received assets in a section 351 transfer where any transferred asset had a fair market value or fair market value basis greater than $1 million.
No Checkbox
Check this box if the corporation did not receive assets in a section 351 transfer where any transferred asset had a fair market value or fair market value basis greater than $1 million.
Q19 Payments Requiring Forms 1042/1042-S (Yes/No)
Yes Checkbox
Check this box if, during the corporation’s tax year, it made any payments that would require filing Forms 1042 and 1042-S.
No Checkbox
Check this box if, during the corporation’s tax year, it did not make any payments that would require filing Forms 1042 and 1042-S.
Q20 Operating on a Cooperative Basis (Yes/No)
Yes Checkbox
Check this box if the corporation is operating on a cooperative basis.
No Checkbox
Check this box if the corporation is not operating on a cooperative basis.
Q21 Disallowed Interest/Royalty Under 267A (Yes/No) and Disallowed Amount
Yes Checkbox
Check this box if, during the tax year, the corporation paid or accrued interest or royalty for which the deduction is not allowed under section 267A.
No Checkbox
Check this box if, during the tax year, the corporation did not pay or accrue any interest or royalty for which the deduction is not allowed under section 267A.
Total disallowed section 267A deductions Number
Enter the total amount of interest or royalty deductions disallowed under section 267A for the tax year. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Q22 Gross Receipts at Least $500 Million (Yes/No)
Yes Checkbox
Check this box if the corporation had gross receipts of at least $500 million in any of the 3 preceding tax years.
No Checkbox
Check this box if the corporation did not have gross receipts of at least $500 million in any of the 3 preceding tax years.
Q23 Section 163(j) Election in Effect (Yes/No)
Yes — Section 163(j) election in effect Checkbox
Check this box if the corporation had an election under section 163(j) for any real property trade or business or any farming business in effect during the tax year.
No — Section 163(j) election not in effect Checkbox
Check this box if the corporation did not have an election under section 163(j) for any real property trade or business or any farming business in effect during the tax year.
Q24 Meets Any Listed Interest Limitation Conditions (Yes/No)
Yes Checkbox
Check this box if the corporation satisfies one or more of the listed interest limitation conditions in Question 24 (a–c).
No Checkbox
Check this box if the corporation does not satisfy any of the listed interest limitation conditions in Question 24 (a–c).
Q25 Qualified Opportunity Fund Self-Certification (Yes/No) and Amount From Form 8996
Yes — Intend to self-certify as a Qualified Opportunity Fund Checkbox
Check this box if the corporation intends to self-certify as a Qualified Opportunity Fund for the tax year (and will complete/attach Form 8996 and enter any amount from Form 8996, line 15).
No — Do not intend to self-certify as a Qualified Opportunity Fund Checkbox
Check this box if the corporation does not intend to self-certify as a Qualified Opportunity Fund for the tax year.
Amount From Form 8996, Line 15 Number
Enter the amount (if any) from Form 8996, line 15 for the corporation’s Qualified Opportunity Fund self-certification. Fill only if 'Yes — Intend to self-certify as a Qualified Opportunity Fund' is 'Yes'.
Depends on: Yes — Intend to self-certify as a Qualified Opportunity Fund
Q26 Foreign Corporation Acquisition/Ownership Threshold (Yes/No) and Ownership Percentages
Q26 Yes Checkbox
Check this box if, since December 22, 2017, a foreign corporation directly or indirectly acquired substantially all of the properties held by the corporation and the ownership percentage (by vote or value) for section 7874 purposes was greater than 50%.
Q26 No Checkbox
Check this box if, since December 22, 2017, no foreign corporation directly or indirectly acquired substantially all of the corporation’s properties with an ownership percentage (by vote or value) for section 7874 purposes greater than 50%.
Ownership Percentage by Vote Number
Enter the ownership percentage by voting power of the foreign corporation acquired (directly or indirectly) for purposes of section 7874. Fill only if 'Q26 Yes' is 'Yes'.
Depends on: Q26 Yes
Ownership Percentage by Value Number
Enter the ownership percentage by value of the foreign corporation acquired (directly or indirectly) for purposes of section 7874. Fill only if 'Q26 Yes' is 'Yes'.
Depends on: Q26 Yes
Q27 Digital Asset Received/Disposed (Yes/No)
Yes Checkbox
Check this box if at any time during the tax year the corporation received a digital asset or sold, exchanged, or otherwise disposed of a digital asset (or a financial interest in a digital asset).
No Checkbox
Check this box if at no time during the tax year the corporation received a digital asset or sold, exchanged, or otherwise disposed of a digital asset (or a financial interest in a digital asset).
Q28 Member of Controlled Group (Yes/No)
Yes Checkbox
Check this box if the corporation is a member of a controlled group.
No Checkbox
Check this box if the corporation is not a member of a controlled group.
Q29a CAMT Applicable Corporation in Prior Tax Year (Yes/No)
Yes Checkbox
Check this box if the corporation was an applicable corporation under section 59(k)(1) in any prior tax year.
No Checkbox
Check this box if the corporation was not an applicable corporation under section 59(k)(1) in any prior tax year.
Q29b CAMT Applicable Corporation in Current Tax Year (Yes/No)
Yes Checkbox
Check this box if the corporation is an applicable corporation under section 59(k)(1) in the current tax year because it was an applicable corporation in the prior tax year. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
No Checkbox
Check this box if the corporation is not an applicable corporation under section 59(k)(1) in the current tax year due to prior-year applicable corporation status. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Q29c CAMT Safe Harbor Method Requirements Met (Yes/No)
Yes Checkbox
Check this box if the corporation meets the requirements of the CAMT safe harbor method under section 59(k)(3)(A) for the current tax year. Fill only if 'No', 'No' is 'No' (any).
Depends on: No, No
No Checkbox
Check this box if the corporation does not meet the requirements of the CAMT safe harbor method under section 59(k)(3)(A) for the current tax year. Fill only if 'No', 'No' is 'No' (any).
Depends on: No, No
Q30a Form 7208 Required Under Covered Corporation Stock Repurchase Rules (Yes/No)
Yes Checkbox
Check this box if the corporation is required to file Form 7208 under the rules for stock repurchased by a covered corporation (or stock acquired by its specified affiliate).
No Checkbox
Check this box if the corporation is not required to file Form 7208 under the covered corporation (or specified affiliate) stock repurchase rules.
Q30b Form 7208 Required Under Applicable Foreign Corporation Rules (Yes/No)
Yes Checkbox
Check this box if the corporation is required to file Form 7208 under the applicable foreign corporation rules (Question 30b).
No Checkbox
Check this box if the corporation is not required to file Form 7208 under the applicable foreign corporation rules (Question 30b).
Q30c Form 7208 Required Under Covered Surrogate Foreign Corporation Rules (Yes/No)
Yes Checkbox
Check this box if the corporation is required to file Form 7208 under the covered surrogate foreign corporation rules (question 30c).
No Checkbox
Check this box if the corporation is not required to file Form 7208 under the covered surrogate foreign corporation rules (question 30c).
Q31 Consolidated Return With $1B+ Receipts or $10M+ Subchapter K Basis Adjustment (Yes/No)
Yes Checkbox
Check this box if this is a consolidated return with gross receipts or sales of $1 billion or more and a subchapter K basis adjustment of $10 million or more (as described in the instructions).
No Checkbox
Check this box if this is not a consolidated return with gross receipts or sales of $1 billion or more and a subchapter K basis adjustment of $10 million or more.
Q32 Reserved for Future Use (Yes/No Fields)
Yes (Reserved for future use) Checkbox
Check this box only if instructed to answer “Yes” for Question 32 (Reserved for future use).
No (Reserved for future use) Checkbox
Check this box only if instructed to answer “No” for Question 32 (Reserved for future use).
Refund Direct Deposit Bank Information
Bank routing number Text
Enter the routing number for the bank account where you want your refund directly deposited. Fill only if 'Overpayment Refunded' is greater than 0.
Max length: 9 characters
Depends on: Overpayment Refunded
Checking Checkbox
Check this box if the bank account for the refund direct deposit is a checking account. Fill only if 'Overpayment Refunded' is greater than 0.
Depends on: Overpayment Refunded
Savings Checkbox
Check this box if the bank account for the refund direct deposit is a savings account. Fill only if 'Overpayment Refunded' is greater than 0.
Depends on: Overpayment Refunded
Bank account number Text
Enter the account number for the bank account where you want your refund directly deposited. Fill only if 'Overpayment Refunded' is greater than 0.
Max length: 17 characters
Depends on: Overpayment Refunded
Refundable Credits (Lines 20a-21)
Refundable credit from Form 2439 Number
Enter the refundable credit amount from Form 2439 to report on line 20a.
Refundable credit from Form 4136 Number
Enter the refundable credit amount from Form 4136 to report on line 20b.
Withholding credit (Chapter 3 or 4 / Forms 1042-S, 8805, or 8288) Number
Enter the refundable credit amount for tax withheld under chapter 3 or 4 from Form 1042-S, Form 8805, or Form 8288 to report on line 20c.
Other refundable credits Number
Enter the total amount of any other refundable credits to report on line 20z.
Total refundable credits (line 21) Number
Enter the total refundable credits by adding lines 20a through 20z. Fill only if 'Refundable credit from Form 2439', 'Refundable credit from Form 4136', 'Withholding credit (Chapter 3 or 4 / Forms 1042-S, 8805, or 8288)', 'Other refundable credits' is being calculated as the total of all.
Depends on: Refundable credit from Form 2439, Refundable credit from Form 4136, Withholding credit (Chapter 3 or 4 / Forms 1042-S, 8805, or 8288), Other refundable credits
Return Status/Changes Checkboxes (E)
Initial return Checkbox
Check this box if this is the corporation’s first Form 1120 being filed.
Final return Checkbox
Check this box if this is the corporation’s last Form 1120 because it is ending business or will no longer be required to file.
Name change Checkbox
Check this box if the corporation’s legal name has changed since the last return filed.
Address change Checkbox
Check this box if the corporation’s mailing address has changed since the last return filed.
Return Type/Attachments Checkboxes (A)
Consolidated return (attach Form 851) Checkbox
Check this box if the corporation is filing a consolidated return and will attach Form 851.
Life/nonlife consolidated return Checkbox
Check this box if the corporation is filing a life/nonlife consolidated return.
Personal holding company (attach Sch. PH) Checkbox
Check this box if the corporation is a personal holding company and will attach Schedule PH.
Personal service corporation Checkbox
Check this box if the corporation is a personal service corporation (as defined in the instructions).
Schedule M-3 attached Checkbox
Check this box if Schedule M-3 is attached to the return.
Schedule L (Assets) - Line 1 Cash
Cash (Beginning of tax year, column a) Number
Enter the cash balance per books at the beginning of the tax year for Schedule L, line 1, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Cash (Beginning of tax year, column b) Number
Enter the cash balance per books at the beginning of the tax year for Schedule L, line 1, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Cash (End of tax year, column c) Number
Enter the cash balance per books at the end of the tax year for Schedule L, line 1, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Cash (End of tax year, column d) Number
Enter the cash balance per books at the end of the tax year for Schedule L, line 1, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 10a Buildings and other depreciable assets
Buildings & other depreciable assets (Beginning of tax year, col. a) Number
Enter the book value amount for buildings and other depreciable assets at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Buildings & other depreciable assets (Beginning of tax year, col. b) Number
Enter the book value amount for buildings and other depreciable assets at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Buildings & other depreciable assets (End of tax year, col. c) Number
Enter the book value amount for buildings and other depreciable assets at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Buildings & other depreciable assets (End of tax year, col. d) Number
Enter the book value amount for buildings and other depreciable assets at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 10b Less accumulated depreciation
Accumulated depreciation (beginning of tax year, column a) Number
Enter the accumulated depreciation for buildings and other depreciable assets at the beginning of the tax year for column (a). Fill only if 'Buildings & other depreciable assets (Beginning of tax year, col. a)' is greater than 0.
Depends on: Buildings & other depreciable assets (Beginning of tax year, col. a)
Accumulated depreciation (beginning of tax year, column b) Number
Enter the accumulated depreciation for buildings and other depreciable assets at the beginning of the tax year for column (b). Fill only if 'Buildings & other depreciable assets (Beginning of tax year, col. b)' is greater than 0.
Depends on: Buildings & other depreciable assets (Beginning of tax year, col. b)
Accumulated depreciation (end of tax year, column c) Number
Enter the accumulated depreciation for buildings and other depreciable assets at the end of the tax year for column (c). Fill only if 'Buildings & other depreciable assets (End of tax year, col. c)' is greater than 0.
Depends on: Buildings & other depreciable assets (End of tax year, col. c)
Accumulated depreciation (end of tax year, column d) Number
Enter the accumulated depreciation for buildings and other depreciable assets at the end of the tax year for column (d). Fill only if 'Buildings & other depreciable assets (End of tax year, col. d)' is greater than 0.
Depends on: Buildings & other depreciable assets (End of tax year, col. d)
Schedule L (Assets) - Line 11a Depletable assets
Depletable assets (beginning of tax year, column a) Number
Enter the total amount of depletable assets at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Depletable assets (beginning of tax year, column b) Number
Enter the total amount of depletable assets at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Depletable assets (end of tax year, column c) Number
Enter the total amount of depletable assets at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Depletable assets (end of tax year, column d) Number
Enter the total amount of depletable assets at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 11b Less accumulated depletion
Accumulated Depletion (Beginning of Year, Column A) Number
Enter the accumulated depletion to be subtracted from depletable assets as of the beginning of the tax year for column (a). Fill only if 'Depletable assets (beginning of tax year, column a)' is greater than 0.
Depends on: Depletable assets (beginning of tax year, column a)
Accumulated Depletion (Beginning of Year, Column B) Number
Enter the accumulated depletion to be subtracted from depletable assets as of the beginning of the tax year for column (b). Fill only if 'Depletable assets (beginning of tax year, column b)' is greater than 0.
Depends on: Depletable assets (beginning of tax year, column b)
Accumulated Depletion (End of Year, Column C) Number
Enter the accumulated depletion to be subtracted from depletable assets as of the end of the tax year for column (c). Fill only if 'Depletable assets (end of tax year, column c)' is greater than 0.
Depends on: Depletable assets (end of tax year, column c)
Accumulated Depletion (End of Year, Column D) Number
Enter the accumulated depletion to be subtracted from depletable assets as of the end of the tax year for column (d). Fill only if 'Depletable assets (end of tax year, column d)' is greater than 0.
Depends on: Depletable assets (end of tax year, column d)
Schedule L (Assets) - Line 12 Land
Land (Line 12) - Beginning of Tax Year (Column a) Number
Enter the value of land (net of any amortization) as of the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Land (Line 12) - Beginning of Tax Year (Column b) Number
Enter the value of land (net of any amortization) as of the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Land (Line 12) - End of Tax Year (Column c) Number
Enter the value of land (net of any amortization) as of the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Land (Line 12) - End of Tax Year (Column d) Number
Enter the value of land (net of any amortization) as of the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 13a Intangible assets (amortizable only)
Intangible assets (amortizable only) - Beginning of tax year (col. a) Number
Enter the book value of amortizable intangible assets at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Intangible assets (amortizable only) - Beginning of tax year (col. b) Number
Enter the book value of amortizable intangible assets at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Intangible assets (amortizable only) - End of tax year (col. c) Number
Enter the book value of amortizable intangible assets at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Intangible assets (amortizable only) - End of tax year (col. d) Number
Enter the book value of amortizable intangible assets at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 13b Less accumulated amortization
Less accumulated amortization (Beginning of tax year, column a) Number
Enter the accumulated amortization amount to subtract from intangible assets at the beginning of the tax year for Schedule L, line 13b, column (a). Fill only if 'Intangible assets (amortizable only) - Beginning of tax year (col. a)' is greater than 0.
Depends on: Intangible assets (amortizable only) - Beginning of tax year (col. a)
Less accumulated amortization (Beginning of tax year, column b) Number
Enter the accumulated amortization amount to subtract from intangible assets at the beginning of the tax year for Schedule L, line 13b, column (b). Fill only if 'Intangible assets (amortizable only) - Beginning of tax year (col. b)' is greater than 0.
Depends on: Intangible assets (amortizable only) - Beginning of tax year (col. b)
Less accumulated amortization (End of tax year, column c) Number
Enter the accumulated amortization amount to subtract from intangible assets at the end of the tax year for Schedule L, line 13b, column (c). Fill only if 'Intangible assets (amortizable only) - End of tax year (col. c)' is greater than 0.
Depends on: Intangible assets (amortizable only) - End of tax year (col. c)
Less accumulated amortization (End of tax year, column d) Number
Enter the accumulated amortization amount to subtract from intangible assets at the end of the tax year for Schedule L, line 13b, column (d). Fill only if 'Intangible assets (amortizable only) - End of tax year (col. d)' is greater than 0.
Depends on: Intangible assets (amortizable only) - End of tax year (col. d)
Schedule L (Assets) - Line 14 Other assets
Other assets (Beginning of tax year) (Column a) Number
Enter the total book value of other assets at the beginning of the tax year for Schedule L, line 14, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other assets (Beginning of tax year) (Column b) Number
Enter the total book value of other assets at the beginning of the tax year for Schedule L, line 14, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other assets (End of tax year) (Column c) Number
Enter the total book value of other assets at the end of the tax year for Schedule L, line 14, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other assets (End of tax year) (Column d) Number
Enter the total book value of other assets at the end of the tax year for Schedule L, line 14, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 15 Total assets
Total assets (beginning of tax year) - Column (a) Number
Enter the corporation’s total assets at the beginning of the tax year for Schedule L, line 15, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total assets (beginning of tax year) - Column (b) Number
Enter the corporation’s total assets at the beginning of the tax year for Schedule L, line 15, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total assets (end of tax year) - Column (c) Number
Enter the corporation’s total assets at the end of the tax year for Schedule L, line 15, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total assets (end of tax year) - Column (d) Number
Enter the corporation’s total assets at the end of the tax year for Schedule L, line 15, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 2a Trade notes and accounts receivable
Trade notes and accounts receivable (Beginning of tax year, column a) Number
Enter the amount of trade notes and accounts receivable at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Trade notes and accounts receivable (Beginning of tax year, column b) Number
Enter the amount of trade notes and accounts receivable at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Trade notes and accounts receivable (End of tax year, column c) Number
Enter the amount of trade notes and accounts receivable at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Trade notes and accounts receivable (End of tax year, column d) Number
Enter the amount of trade notes and accounts receivable at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 2b Less allowance for bad debts
Less allowance for bad debts (Beginning of tax year, column a) Number
Enter the allowance for bad debts to subtract from trade notes and accounts receivable at the beginning of the tax year for column (a). Fill only if 'Trade notes and accounts receivable (Beginning of tax year, column a)' is greater than 0.
Depends on: Trade notes and accounts receivable (Beginning of tax year, column a)
Less allowance for bad debts (Beginning of tax year, column b) Number
Enter the allowance for bad debts to subtract from trade notes and accounts receivable at the beginning of the tax year for column (b). Fill only if 'Trade notes and accounts receivable (Beginning of tax year, column b)' is greater than 0.
Depends on: Trade notes and accounts receivable (Beginning of tax year, column b)
Less allowance for bad debts (End of tax year, column c) Number
Enter the allowance for bad debts to subtract from trade notes and accounts receivable at the end of the tax year for column (c). Fill only if 'Trade notes and accounts receivable (End of tax year, column c)' is greater than 0.
Depends on: Trade notes and accounts receivable (End of tax year, column c)
Less allowance for bad debts (End of tax year, column d) Number
Enter the allowance for bad debts to subtract from trade notes and accounts receivable at the end of the tax year for column (d). Fill only if 'Trade notes and accounts receivable (End of tax year, column d)' is greater than 0.
Depends on: Trade notes and accounts receivable (End of tax year, column d)
Schedule L (Assets) - Line 3 Inventories
Inventories (Beginning of tax year, column a) Number
Enter the value of inventories per the company’s books at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Inventories (Beginning of tax year, column b) Number
Enter the value of inventories per the company’s books at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Inventories (End of tax year, column c) Number
Enter the value of inventories per the company’s books at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Inventories (End of tax year, column d) Number
Enter the value of inventories per the company’s books at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 4 U.S. government obligations
U.S. government obligations (Beginning of tax year) - Column (a) Number
Enter the value on the books of U.S. government obligations at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
U.S. government obligations (Beginning of tax year) - Column (b) Number
Enter the value on the books of U.S. government obligations at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
U.S. government obligations (End of tax year) - Column (c) Number
Enter the value on the books of U.S. government obligations at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
U.S. government obligations (End of tax year) - Column (d) Number
Enter the value on the books of U.S. government obligations at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 5 Tax-exempt securities
Tax-exempt securities - beginning of tax year (a) Number
Enter the value of the corporation’s tax-exempt securities at the beginning of the tax year for Schedule L, line 5, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Tax-exempt securities - beginning of tax year (b) Number
Enter the value of the corporation’s tax-exempt securities at the beginning of the tax year for Schedule L, line 5, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Tax-exempt securities - end of tax year (c) Number
Enter the value of the corporation’s tax-exempt securities at the end of the tax year for Schedule L, line 5, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Tax-exempt securities - end of tax year (d) Number
Enter the value of the corporation’s tax-exempt securities at the end of the tax year for Schedule L, line 5, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 6 Other current assets
Other Current Assets (Beginning of Tax Year, Column a) Number
Enter the total value per books of other current assets at the beginning of the tax year for Schedule L, line 6, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other Current Assets (Beginning of Tax Year, Column b) Number
Enter the total value per books of other current assets at the beginning of the tax year for Schedule L, line 6, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other Current Assets (End of Tax Year, Column c) Number
Enter the total value per books of other current assets at the end of the tax year for Schedule L, line 6, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other Current Assets (End of Tax Year, Column d) Number
Enter the total value per books of other current assets at the end of the tax year for Schedule L, line 6, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 7 Loans to shareholders
Loans to shareholders (Beginning of tax year) (a) Number
Enter the balance sheet amount per books for loans to shareholders at the beginning of the tax year in column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans to shareholders (Beginning of tax year) (b) Number
Enter the balance sheet amount per books for loans to shareholders at the beginning of the tax year in column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans to shareholders (End of tax year) (c) Number
Enter the balance sheet amount per books for loans to shareholders at the end of the tax year in column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans to shareholders (End of tax year) (d) Number
Enter the balance sheet amount per books for loans to shareholders at the end of the tax year in column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 8 Mortgage and real estate loans
Mortgage and real estate loans (Beginning, column a) Number
Enter the corporation’s book value for mortgage and real estate loans at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Mortgage and real estate loans (Beginning, column b) Number
Enter the corporation’s book value for mortgage and real estate loans at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Mortgage and real estate loans (End, column c) Number
Enter the corporation’s book value for mortgage and real estate loans at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Mortgage and real estate loans (End, column d) Number
Enter the corporation’s book value for mortgage and real estate loans at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Assets) - Line 9 Other investments
Other investments (a) - Beginning of tax year Number
Enter the total book value of other investments at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other investments (b) - Beginning of tax year Number
Enter the total book value of other investments at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other investments (c) - End of tax year Number
Enter the total book value of other investments at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other investments (d) - End of tax year Number
Enter the total book value of other investments at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 16 Accounts payable
Accounts payable (Beginning of tax year) - Column (a) Number
Enter the corporation’s accounts payable balance at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Accounts payable (Beginning of tax year) - Column (b) Number
Enter the corporation’s accounts payable balance at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Accounts payable (End of tax year) - Column (c) Number
Enter the corporation’s accounts payable balance at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Accounts payable (End of tax year) - Column (d) Number
Enter the corporation’s accounts payable balance at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 17 Payable in less than 1 year
Beginning of tax year (Column a) Number
Enter the total mortgages, notes, and bonds payable in less than 1 year at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Beginning of tax year (Column b) Number
Enter the total mortgages, notes, and bonds payable in less than 1 year at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
End of tax year (Column c) Number
Enter the total mortgages, notes, and bonds payable in less than 1 year at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
End of tax year (Column d) Number
Enter the total mortgages, notes, and bonds payable in less than 1 year at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 18 Other current liabilities
Other current liabilities (Column a) Number
Enter the total book value of other current liabilities at the beginning of the tax year for column (a) on Schedule L, line 18. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other current liabilities (Column b) Number
Enter the total book value of other current liabilities at the beginning of the tax year for column (b) on Schedule L, line 18. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other current liabilities (Column c) Number
Enter the total book value of other current liabilities at the end of the tax year for column (c) on Schedule L, line 18. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other current liabilities (Column d) Number
Enter the total book value of other current liabilities at the end of the tax year for column (d) on Schedule L, line 18. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 19 Loans from shareholders
Loans from shareholders (Beginning of tax year, column a) Number
Enter the amount of loans owed to shareholders at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans from shareholders (Beginning of tax year, column b) Number
Enter the amount of loans owed to shareholders at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans from shareholders (End of tax year, column c) Number
Enter the amount of loans owed to shareholders at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Loans from shareholders (End of tax year, column d) Number
Enter the amount of loans owed to shareholders at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 20 Payable in 1 year or more
Line 20 (a) Beginning of Tax Year Amount Number
Enter the amount of mortgages, notes, and bonds payable in 1 year or more as of the beginning of the tax year for Schedule L, line 20, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Line 20 (b) Beginning of Tax Year Amount Number
Enter the amount of mortgages, notes, and bonds payable in 1 year or more as of the beginning of the tax year for Schedule L, line 20, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Line 20 (c) End of Tax Year Amount Number
Enter the amount of mortgages, notes, and bonds payable in 1 year or more as of the end of the tax year for Schedule L, line 20, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Line 20 (d) End of Tax Year Amount Number
Enter the amount of mortgages, notes, and bonds payable in 1 year or more as of the end of the tax year for Schedule L, line 20, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 21 Other liabilities
Other liabilities (Beginning of tax year, column a) Number
Enter the total amount of other liabilities (attach statement) shown on the books at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other liabilities (Beginning of tax year, column b) Number
Enter the total amount of other liabilities (attach statement) shown on the books at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other liabilities (End of tax year, column c) Number
Enter the total amount of other liabilities (attach statement) shown on the books at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other liabilities (End of tax year, column d) Number
Enter the total amount of other liabilities (attach statement) shown on the books at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 22a Capital stock (Preferred)
Preferred stock - Beginning of tax year (Column a) Number
Enter the amount of the corporation’s preferred capital stock outstanding at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Preferred stock - Beginning of tax year (Column b) Number
Enter the amount of the corporation’s preferred capital stock outstanding at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Preferred stock - End of tax year (Column c) Number
Enter the amount of the corporation’s preferred capital stock outstanding at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Preferred stock - End of tax year (Column d) Number
Enter the amount of the corporation’s preferred capital stock outstanding at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 22b Capital stock (Common)
Common stock (beginning of tax year) (a) Number
Enter the amount of capital stock (common stock) reported on the books at the beginning of the tax year for Schedule L, line 22b, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Common stock (beginning of tax year) (b) Number
Enter the amount of capital stock (common stock) reported on the books at the beginning of the tax year for Schedule L, line 22b, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Common stock (end of tax year) (c) Number
Enter the amount of capital stock (common stock) reported on the books at the end of the tax year for Schedule L, line 22b, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Common stock (end of tax year) (d) Number
Enter the amount of capital stock (common stock) reported on the books at the end of the tax year for Schedule L, line 22b, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 23 Additional paid-in capital
Additional paid-in capital (beginning of tax year, column a) Number
Enter the corporation’s additional paid-in capital balance at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Additional paid-in capital (beginning of tax year, column b) Number
Enter the corporation’s additional paid-in capital balance at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Additional paid-in capital (end of tax year, column c) Number
Enter the corporation’s additional paid-in capital balance at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Additional paid-in capital (end of tax year, column d) Number
Enter the corporation’s additional paid-in capital balance at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 24 Retained earnings (Appropriated)
Retained earnings (appropriated) - Beginning of tax year (a) Number
Enter the corporation’s retained earnings appropriated amount at the beginning of the tax year for Schedule L, line 24, column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (appropriated) - Beginning of tax year (b) Number
Enter the corporation’s retained earnings appropriated amount at the beginning of the tax year for Schedule L, line 24, column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (appropriated) - End of tax year (c) Number
Enter the corporation’s retained earnings appropriated amount at the end of the tax year for Schedule L, line 24, column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (appropriated) - End of tax year (d) Number
Enter the corporation’s retained earnings appropriated amount at the end of the tax year for Schedule L, line 24, column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 25 Retained earnings (Unappropriated)
Retained earnings (unappropriated) — Beginning of tax year (Column a) Number
Enter the retained earnings (unappropriated) balance at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (unappropriated) — Beginning of tax year (Column b) Number
Enter the retained earnings (unappropriated) balance at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (unappropriated) — End of tax year (Column c) Number
Enter the retained earnings (unappropriated) balance at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Retained earnings (unappropriated) — End of tax year (Column d) Number
Enter the retained earnings (unappropriated) balance at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 26 Adjustments to shareholders’ equity
Adjustments to shareholders’ equity (Beginning of tax year, column a) Number
Enter the amount of adjustments to shareholders’ equity for the beginning of the tax year in column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Adjustments to shareholders’ equity (Beginning of tax year, column b) Number
Enter the amount of adjustments to shareholders’ equity for the beginning of the tax year in column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Adjustments to shareholders’ equity (End of tax year, column c) Number
Enter the amount of adjustments to shareholders’ equity for the end of the tax year in column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Adjustments to shareholders’ equity (End of tax year, column d) Number
Enter the amount of adjustments to shareholders’ equity for the end of the tax year in column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 27 Less cost of treasury stock
Less cost of treasury stock (Beginning of tax year, column a) Number
Enter the amount to report for line 27, less cost of treasury stock, at the beginning of the tax year for column (a). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Less cost of treasury stock (Beginning of tax year, column b) Number
Enter the amount to report for line 27, less cost of treasury stock, at the beginning of the tax year for column (b). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Less cost of treasury stock (End of tax year, column c) Number
Enter the amount to report for line 27, less cost of treasury stock, at the end of the tax year for column (c). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Less cost of treasury stock (End of tax year, column d) Number
Enter the amount to report for line 27, less cost of treasury stock, at the end of the tax year for column (d). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule L (Liabilities & Shareholders’ Equity) - Line 28 Total liabilities and shareholders’ equity
Total liabilities and shareholders’ equity (Beginning of tax year, column a) Number
Enter the total amount of liabilities and shareholders’ equity at the beginning of the tax year for column (a) on Schedule L, line 28. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total liabilities and shareholders’ equity (Beginning of tax year, column b) Number
Enter the total amount of liabilities and shareholders’ equity at the beginning of the tax year for column (b) on Schedule L, line 28. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total liabilities and shareholders’ equity (End of tax year, column c) Number
Enter the total amount of liabilities and shareholders’ equity at the end of the tax year for column (c) on Schedule L, line 28. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total liabilities and shareholders’ equity (End of tax year, column d) Number
Enter the total amount of liabilities and shareholders’ equity at the end of the tax year for column (d) on Schedule L, line 28. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 1 Net income (loss) per books
Net income (loss) per books Number
Enter the corporation’s net income or net loss per its books for the tax year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 10 Income (page 1, line 28) less line 9
Schedule M-1 Line 10 Income Number
Enter the Schedule M-1, line 10 amount for income (page 1, line 28) less line 9. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 2 Federal income tax per books
Federal income tax per books Number
Enter the amount of federal income tax expense shown on the corporation’s books for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 3 Excess of capital losses over capital gains
Excess Capital Losses Over Capital Gains Number
Enter the amount by which capital losses exceed capital gains for the year as reported per the corporation’s books. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 4 Income subject to tax not recorded on books (itemize)
Line 4 Itemization - Description (1) Text
Enter the first description of an income item that is subject to tax but was not recorded on the corporation’s books during the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Line 4 Itemization - Description (2) Text
Enter an additional description of an income item that is subject to tax but was not recorded on the corporation’s books during the year. Fill only if 'Line 4 Itemization - Description (1)' is greater than 0.
Depends on: Line 4 Itemization - Description (1)
Line 4 Total Amount Number
Enter the total dollar amount of income subject to tax that was not recorded on the books for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 5 Expenses recorded on books not deducted on return (itemize)
Depreciation (not deducted on return) Number
Enter the depreciation expense recorded on the books this year that was not deducted on this return for Schedule M-1, line 5. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Charitable contributions (not deducted on return) Number
Enter the charitable contributions expense recorded on the books this year that was not deducted on this return for Schedule M-1, line 5. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Travel and entertainment (not deducted on return) Number
Enter the travel and entertainment expense recorded on the books this year that was not deducted on this return for Schedule M-1, line 5. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other expenses not deducted (itemize) Text
Enter the description and amount of any other expenses recorded on the books this year that were not deducted on this return for Schedule M-1, line 5. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total expenses recorded on books not deducted Number
Enter the total expenses recorded on the books this year not deducted on this return (add lines 1 through 5). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 6 Add lines 1 through 5
Line 6 Total (Lines 1–5) Number
Enter the total of Schedule M-1 lines 1 through 5 (net income (loss) per books plus federal income tax per books, excess of capital losses over capital gains, income subject to tax not recorded on books, and expenses recorded on books not deducted on this return). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 7 Income recorded on books not included on return (itemize)
Tax-exempt interest (Line 7) Number
Enter the amount of tax-exempt interest income recorded on the books this year that is not included on this tax return. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other book income not on return (Line 7) - Item 1 Number
Enter the amount for the first additional item of income recorded on the books this year that is not included on this tax return. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other book income not on return (Line 7) - Item 2 Number
Enter the amount for the second additional item of income recorded on the books this year that is not included on this tax return. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total book income not included on return (Line 7) Number
Enter the total amount of income recorded on the books this year that is not included on this tax return. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 8 Deductions on return not charged against book income (itemize)
Depreciation deduction (Line 8a) Number
Enter the depreciation deduction reported on the tax return that was not charged against book income for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Charitable contributions deduction (Line 8b) Number
Enter the charitable contributions deduction reported on the tax return that was not charged against book income for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other deduction item (Line 8) - 1 Text
Provide an itemized description and the associated amount for another deduction on the return that was not charged against book income for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other deduction item (Line 8) - 2 Text
Provide an itemized description and the associated amount for an additional deduction on the return that was not charged against book income for the year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Total deductions not charged to book income (Line 9) Number
Enter the total of lines 7 and 8 for deductions on the return not charged against book income this year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-1 - Line 9 Add lines 7 and 8
Line 9 Total (Lines 7 + 8) Number
Enter the total amount for Schedule M-1, line 9 by adding the amounts from line 7 and line 8. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 1 Balance at beginning of year
Balance at Beginning of Year Number
Enter the beginning-of-year balance of unappropriated retained earnings per books for Schedule M-2, line 1. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 2 Net income (loss) per books
Net income (loss) per books Number
Enter the corporation's net income or net loss per its books for the tax year (Schedule M-2, line 2). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 3 Other increases (itemize)
Other increase item 1 description Text
Enter a description of the first item included in Schedule M-2, line 3 (Other increases). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other increase item 2 description Text
Enter a description of the second item included in Schedule M-2, line 3 (Other increases). Fill only if 'Other increase item 1 description' is greater than 0.
Depends on: Other increase item 1 description
Other increase item 3 description Text
Enter a description of the third item included in Schedule M-2, line 3 (Other increases). Fill only if 'Other increase item 1 description' is greater than 0.
Depends on: Other increase item 1 description
Other increases amount (total) Number
Enter the total dollar amount of other increases to unappropriated retained earnings for the year reported on Schedule M-2, line 3. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 4 Add lines 1, 2, and 3
Line 4 Total (Lines 1–3) Number
Enter the total of Schedule M-2 lines 1, 2, and 3 (balance at beginning of year plus net income (loss) per books plus other increases). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 5 Distributions (Cash/Stock/Property)
Distributions - Cash Number
Enter the total amount of cash distributions made during the tax year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Distributions - Stock Number
Enter the total value of stock distributions made during the tax year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Distributions - Property Number
Enter the total value of property (non-cash, non-stock) distributions made during the tax year. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 6 Other decreases (itemize)
Other decrease item 1 Text
Enter the first itemized explanation for an “other decrease” to unappropriated retained earnings included on Schedule M-2, line 6. Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Other decrease item 2 Text
Enter the second itemized explanation for an “other decrease” to unappropriated retained earnings included on Schedule M-2, line 6. Fill only if 'Other decrease item 1' is greater than 0.
Depends on: Other decrease item 1
Schedule M-2 - Line 7 Add lines 5 and 6
Line 7 Total (Lines 5 + 6) Number
Enter the total of Schedule M-2 line 5 (distributions) plus line 6 (other decreases). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Schedule M-2 - Line 8 Balance at end of year
Balance at end of year Number
Enter the corporation’s ending balance of unappropriated retained earnings per books for the tax year (Schedule M-2, line 8). Fill only if 'Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the tax year less than $250,000?' is 'No'.
Depends on: No
Second Corporation Ownership Detail (Q5a Table Row 2)
Corporation Name (Row 2) Text
Enter the name of the corporation owned (second entry for Question 5a). Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Corporation EIN (Row 2) Text
Enter the employer identification number (EIN) of the corporation listed in this row, if any. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of Incorporation (Row 2) Text
Enter the country where the corporation listed in this row is incorporated. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Voting Stock Owned Percentage (Row 2) Number
Enter the percentage of the corporation's voting stock owned by the filer for the corporation listed in this row. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Second Entity Ownership Detail (Q5b Table Row 2)
Entity Name (Row 2) Text
Enter the name of the partnership, trust, or other entity in which the corporation owned an interest for this second table row. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Entity EIN (Row 2) Text
Enter the entity’s Employer Identification Number (EIN), if any, for this second table row. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of Organization (Row 2) Text
Enter the country where the entity is organized for this second table row. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Maximum Ownership Percentage (Row 2) Text
Enter the maximum percentage ownership the corporation had in the entity’s profit, loss, or capital during the tax year for this second table row. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Sign Here
Signature of officer Text
Enter the signature of the corporate officer who is signing the tax return on behalf of the corporation.
Yes Checkbox
Check this box if you want to allow the IRS to discuss this return with the preparer shown on the form.
No Checkbox
Check this box if you do not want to allow the IRS to discuss this return with the preparer shown on the form.
Check if self-employed Checkbox
Check this box if the paid preparer is self-employed.
Special Deductions (NOL and Special Deductions Computation)
Net operating loss (NOL) deduction Number
Enter the corporation's net operating loss deduction amount for the tax year (Form 1120, line 29a).
Special deductions Number
Enter the total special deductions amount from Schedule C, line 24 (Form 1120, line 29b).
Total NOL and special deductions Number
Enter the combined total of the net operating loss deduction and special deductions (Form 1120, line 29c). Fill only if 'Net operating loss (NOL) deduction', 'Special deductions' are filled (all).
Depends on: Net operating loss (NOL) deduction, Special deductions
Tax Credits Detail (Lines 5a-5f)
Foreign Tax Credit (Line 5a) Number
Enter the amount of the foreign tax credit from Form 1118.
Credit from Form 8834 (Line 5b) Number
Enter the credit amount from Form 8834.
General Business Credit (Line 5c) Number
Enter the general business credit amount (from Form 3800).
Prior Year Minimum Tax Credit (Line 5d) Number
Enter the credit for prior year minimum tax from Form 8827.
Bond Credits (Line 5e) Number
Enter the bond credits amount from Form 8912.
Adjustment from Form 8978 (Line 5f) Number
Enter the credit adjustment amount from Form 8978.
Tax Year Period
Tax Year Beginning (Month/Day) Text
Enter the month and day on which the corporation’s tax year begins.
Tax Year Ending (Month/Day) Text
Enter the month and day on which the corporation’s tax year ends.
Tax Year Ending (Year Digits) Text
Enter the final year digits for the year in which the corporation’s tax year ends.
Max length: 2 characters
Tax-Exempt Interest Amount (Q9)
Tax-exempt interest amount Number
Enter the total amount of tax-exempt interest received or accrued during the tax year.
Tax, Installment, and Total Payments
Total tax (Line 31) Number
Enter the corporation’s total tax amount as reported on Schedule J, line 12.
First installment of section 1062 net tax liability (Line 32) Number
Enter the first installment amount of the section 1062 applicable net tax liability from Form 1062, line 15.
Total payments, credits, and section 1062 net tax liability (Line 33) Number
Enter the total of payments, credits, and section 1062 applicable net tax liability as reported on Schedule J, line 23.
Taxable Income (After Special Deductions)
Taxable income (after special deductions) Number
Enter the corporation's taxable income after subtracting net operating loss deduction and special deductions.
Third Corporation Ownership Detail (Q5a Table Row 3)
Corporation name (Row 3) Text
Enter the name of the corporation in the third row of the Question 5a ownership table. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Corporation EIN (Row 3) Text
Enter the employer identification number (EIN) for the corporation listed in row 3, if any. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of incorporation (Row 3) Text
Enter the country where the corporation listed in row 3 is incorporated. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Voting stock percentage owned (Row 3) Number
Enter the percentage of the corporation’s voting stock owned for the corporation listed in row 3. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Third Entity Ownership Detail (Q5b Table Row 3)
Entity Name (Row 3) Text
Enter the name of the third partnership, trust, or other entity in which the corporation owned an interest. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Entity EIN (Row 3) Text
Enter the employer identification number (EIN) of the third entity, if any. Fill only if 'Yes' is 'Yes'.
Max length: 10 characters
Depends on: Yes
Country of Organization (Row 3) Text
Enter the country where the third entity is organized. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Maximum Ownership Percentage (Row 3) Number
Enter the maximum percentage interest the corporation owned in the third entity’s profit, loss, or capital during the tax year. Fill only if 'Yes' is 'Yes'.
Depends on: Yes
Total Credits and Net Tax (Lines 6-8)
Line 6 - Total credits Number
Enter the total credits amount by adding lines 5a through 5f. Fill only if 'Foreign Tax Credit (Line 5a)', 'Credit from Form 8834 (Line 5b)', 'General Business Credit (Line 5c)', 'Prior Year Minimum Tax Credit (Line 5d)', 'Bond Credits (Line 5e)', 'Adjustment from Form 8978 (Line 5f)' is being calculated as the total of all.
Depends on: Foreign Tax Credit (Line 5a), Credit from Form 8834 (Line 5b), General Business Credit (Line 5c), Prior Year Minimum Tax Credit (Line 5d), Bond Credits (Line 5e), Adjustment from Form 8978 (Line 5f)
Line 7 - Tax after credits Number
Enter the amount for line 7 by subtracting line 6 from line 4. Fill only if 'Total income tax and AMT (Line 4)', 'Line 6 - Total credits' is being calculated as field 11 minus field 18 (all).
Depends on: Total income tax and AMT (Line 4), Line 6 - Total credits
Line 8 - Personal holding company tax Number
Enter the personal holding company tax amount from Schedule PH (Form 1120), if applicable. Fill only if 'Personal holding co. (attach Sch. PH)' is 'Yes'.
Depends on: Personal holding company (attach Sch. PH)
Total Income Tax and AMT (Lines 2-4)
Total income tax (Line 2) Number
Enter the total income tax by adding amounts from lines 1a through 1z. Fill only if 'Line 1a Income tax', 'Line 1b Tax from Form 1120-L', 'Line 1c Section 1291 tax from Form 8621', 'Line 1d Tax adjustment from Form 8978', 'Line 1e Additional tax under section 197(f)', 'Line 1f Base erosion minimum tax from Form 8991', 'Line 1g Amount from Form 4255 (Part I, line 3, column (g))', 'Line 1z Other chapter 1 tax' is being calculated as the total of all.
Depends on: Line 1a Income tax, Line 1b Tax from Form 1120-L, Line 1c Section 1291 tax from Form 8621, Line 1d Tax adjustment from Form 8978, Line 1e Additional tax under section 197(f), Line 1f Base erosion minimum tax from Form 8991, Line 1g Amount from Form 4255 (Part I, line 3, column (g)), Line 1z Other chapter 1 tax
Corporate alternative minimum tax (Line 3) Number
Enter the corporate alternative minimum tax from Form 4626, Part II, line 13.
Total income tax and AMT (Line 4) Number
Enter the total of line 2 plus line 3. Fill only if 'Total income tax (Line 2)', 'Corporate alternative minimum tax (Line 3)' is being calculated as the sum of all.
Depends on: Total income tax (Line 2), Corporate alternative minimum tax (Line 3)
Total Payments, Credits, and Section 1062 Net Tax Liability (Line 23)
Line 23 Total payments, credits, and section 1062 net tax liability Number
Enter the total amount of payments, credits, and section 1062 net tax liability for Schedule J line 23 (the sum of lines 19, 21, 22a, and 22b). Fill only if 'Total Payments', 'Total refundable credits (line 21)', 'Elective Payment Election Amount (Form 3800)', 'Section 1062 Applicable Net Tax Liability' is being calculated as the sum of all.
Depends on: Total Payments, Total refundable credits (line 21), Elective Payment Election Amount (Form 3800), Section 1062 Applicable Net Tax Liability