| S CORPORATION SHAREHOLDER BASIS SCHEDULE |
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Shareholder Name: |
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Year: |
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Corporation: |
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%-age |
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Basis |
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A |
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B |
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C |
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D |
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E |
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F |
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Current Year Amount |
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Stock |
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Debt |
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Deductible Loss Carryover |
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Nondeductible Loss Carryover |
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Debt Balance |
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| 1 |
Balance brought forward |
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| 2 |
Additional capital contributed |
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= |
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| 3 |
Net addition to debt |
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= |
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- |
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= |
- |
| 4 |
Nontaxable income |
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= |
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+ |
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| 5 |
K-1 income items |
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= |
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+ |
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| 6 |
Subtotal line 1 - 5 |
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| 7 |
K-1 deductions & loss items |
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= |
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+ |
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+ |
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| 8 |
Nondeductible expenses |
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= |
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+ |
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+ |
- |
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| 9 |
Subtotal (not < 0) lines 6 - 8 |
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| 10 |
Distributions not treated as dividends from E&P |
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= |
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| 11 |
Net loan repayments |
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- |
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= |
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| 12 |
Subtotal (may be < 0) lines 9 - 11 |
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- |
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| 13A |
Gain recognized to restore basis to zero (if line 12 < 0) |
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= |
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+ |
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or |
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| 13B |
Prior year loss carryover used (if line 12 > 0) |
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= |
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+ |
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+ |
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+ |
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| 14 |
Balance end of year (basis not < 0) (line 12 +/- 13 A or B) |
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