Chapter 8: P and S Corporations have filed consolidated tax returns for several years. The group had no intercompany inventory sales before the current year​ (Year 1). P and S use the​ first-in,...

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Chapter 8: P and S Corporations have filed consolidated tax returns for several years. The group had no intercompany inventory sales before the current year​ (Year 1). P and S use the​ first-in, first-out​ (FIFO) inventory method. 1.) During Year​ 1, S sells 60,000 widgets to​ P, earning $6 per unit profit on the sale. Also, during Year​ 1, P sells 45,200 of these widgets to third parties for an additional per $4 unit profit. ​ Thus, P's inventory at the end of Year 1 includes 14,800 of unsold widgets. During Year​ 2, S sells 65,000 widgets to​ P, earning $7 per unit profit on the sale. Also during Year​ 2, P sells to third parties 40,000 of these widgets and also sells the 14,800 widgets from beginning​ inventory, all for an additional $4 per unit profit.​ Thus, P's inventory at the end of Year 2 includes 25,000 widgets P purchased from S in Year 2. No intercompany inventory sales occur in Year 3.​ However, during Year​ 3, P sells all widgets in beginning inventory for an additional $5 per unit profit. In addition to these intercompany​ transactions, P incurs a $75,000 loss and S earns $350,000 of profit in each year from other business activities. Requirement What is the​ group's consolidated taxable income for each of Years​ 1, 2, and​ 3? Compute the​ group's consolidated taxable income for Years​ 1, 2, and 3 using the worksheet format. ​(Use a parentheses or minus sign for any adjustments and eliminations reducing the consolidated taxable​ income.) Consolidated taxable income Adjustments and eliminations S's separate reporting P's separate reporting Year 1           Consolidated taxable income Adjustments and eliminations S's separate reporting P's separate reporting Year 2           Consolidated taxable income Adjustments and eliminations S's separate reporting P's separate reporting Year 3         2.) P and S Corporations have filed consolidated tax returns for several years. In Year​ 1, P purchased land as an investment for $65,000. In Year​ 3, P sold the land to S for $110,000. S used the land for four years as additional parking space for its employees and made no improvements to the land. In Year​ 7, S sells the land to Z ​Corporation, an unrelated​ party, for $250,000. The​ sale's terms require Z to pay S $50,000 in each of Years 7 through 11. The terms also require Z to pay S interest at a rate acceptable to the IRS. Z pays all the required amounts. ​(Assume the installment method​ applies.) Requirement a. What are the intercompany​ item, the corresponding​ items, and the recomputed corresponding​ items? For each​ item, select the company that is​ affected, enter the​ amount, then select the character type and what year the shares were sold in. ​(Do not round intermediary calculations. Only round the amounts you input in the cell to the nearest​ dollar.)   Company (P,S,Z) Year land sold (yr 1-11)   Amount Character (Capital Gain, Loss, Ordinary Gain, Loss) Intercompany item     $   Corresponding items                                       Recomputed corresponding items                                         Requirement b. In what​ year(s) does the consolidated group include P​'s gain or loss and ​S's gain or loss in its taxable​ income? Begin by entering any gain or loss for P ​Corporation, then for S Corporation. P has (a gain, a loss, no gain or loss) _____ in (Year 1-11) ____ in the amount of _____ that is included in consolidated taxable income. S has (a gain, a loss, no gain or loss) _____ in (Year 1-11) ____ in the amount of _____ that is included in consolidated taxable income. Requirement c. How does the consolidated group report the interest​ income? A. S and P share equally the interest income earned on the installment sale to Z and report it on their separate taxable income. The timing of the interest recognition depends on the accounting method that S and P use​ (e.g., cash or​ accrual). The interest income is an intercompany item because it pertains to an intercompany​ transaction, so it is included in consolidated taxable income when S and P reports it. B. P includes the income earned on the installment sale to Z in its separate reporting. The timing of the interest income recognition depends on the accounting method that P uses​ (e.g., cash or​ accrual). The interest income is not an intercompany item because it pertains to a transaction with a​ non-group member, so it is included in consolidated taxable income when P reports it. C. S includes the income earned on the installment sale to Z in its separate reporting. The timing of the interest income recognition depends on the accounting method that S uses​ (e.g., cash or​ accrual). The interest income is not an intercompany item because it pertains to a transaction with a​ non-group member, so it is included in consolidated taxable income when S reports it. D. S includes the income earned on the installment sale to P in its separate reporting. The timing of the interest income recognition depends on the accounting method that S uses​ (e.g., cash or​ accrual). The interest income is an intercompany item because it pertains to an intercompany​ transaction, so it is included in consolidated taxable income when S reports it. 3.) For which of the following​ tax-related matters can an affiliated​ group's parent corporation act as the​ group's agent? a. Consent by a subsidiary corporation to the filing of a consolidated tax return. b. Changing a subsidiary​ corporation's accounting method. c. Corresponding with the IRS during its audit regarding a subsidiary​ corporation's transaction that affects the​ group's consolidated taxable income. d. Requesting an extension of time to file a consolidated tax return. Select the correct Answer: A. None of the​ tax-related matters allow an affiliated​ group's parent corporation to act as the​ group's agent because each entity is considered a standalone entity for​ tax-related matters such as those listed. B. Only a and c are​ tax-related matters that allow an affiliated​ group's parent corporation to act as the​ group's agent because the parent files the initial consent for allowing subsidiaries to file consolidated returns and they also work directly with the IRS in all correspondence following that initial consenting return. C. All of the​ tax-related matters allow an affiliated​ group's parent corporation to act as the​ group's agent since once a subsidiary becomes​ 80% or more owned by a parent​ corporation, all​ tax-related matters must be answered through the parent corporation. D. Only​ b, c, and d are​ tax-related matters which the parent corporation can act as the​ group's agent. Each subsidiary corporation must first consent to participate in a consolidated​ return; thus giving the parent the right to act on their behalf for the other three actions. 4. P Corporation purchases​ 100% of S ​Corporation's stock for $8 million on January 1 of the current year. The corporations elect to file a consolidated tax return. During the current​ year, S reports $400,000 of taxable income and $45,000 of​ tax-exempt interest​ income, and it distributes a $500,000 dividend to P . Each corporation pays its portion of the consolidated tax liability. The corporate tax rate is 21 ​%. Requirement What is P​'s basis for its S stock at the end of the current​ year? Begin by selecting the items needed to compute the basis for S​'s stock, then enter the values and compute the basis at December 31. ​(Enter amounts in dollars instead of in millions. Use a parentheses or minus sign for amounts decreasing the initial basis. If an input field is not used in the​ table, leave the input field​ empty; do not select a label or enter a​ zero.) Items needed to compute basis Values Initial basis $8,000,000 Plus: Taxable Income $ 400,000 Tax Exempt Income $ 45,000 Minus: Federal Income Taxes $ ( ) Dividends $ (500,000) Basis on December 31 $ Chapter 9: 1. Nick wishes to pass his business on to his children, Alicia and Velma, and gives each daughter a 5% partnership interest to begin getting them involved. Nick retains the remaining 90% interest. Neither daughter is employed by the partnership, which buys and manages real estate. Nick draws only a $55,000 guaranteed payment for his work for the partnership. Reasonable compensation for his services would be $100,000. The partnership reports ordinary income of $145,000 after deducting the guaranteed payment. Distributive shares for the three partners are tentatively reported as: Nick, $130,500; Alicia, $7,250; and Velma, $7,250. What is the proper distributive share of income for each​ partner? ​(Assume that each daughter is a true owner of her partnership interest. Complete all input fields. Enter a​ "0" for any zero​ balances.)   The partnership's ordinary income is   . Distributive share Nick   Alicia   Velma 2. On May​ 31, six brothers decided to form the Gatland Brothers Partnership to publish and print​ children's stories. The contributions of the brothers and their partnership interests are listed below. They share the economic risk of loss from liabilities according to their partnership interests. The following other information about the contributions may be of​ interest: Requirement a. How much​ gain, loss, or income must each partner recognize as a result of the​ formation? Identify the​ gain, loss, or income that each partner must recognize as a result of the​ formation, one partner at a time. ​(If no​ gain, loss, or income is recognized by a​ partner, enter a​ "0" in the amount column and leave
Answered Same DayAug 02, 2021

Answer To: Chapter 8: P and S Corporations have filed consolidated tax returns for several years. The group had...

Sumit answered on Aug 06 2021
156 Votes
Chapter 8:
P and S Corporations have filed consolidated tax returns for several years. The group had no intercompany inventory sales before the current year​ (Year 1). P and S use the​ first-in, first-out​ (FIFO) inventory method.
1.) During Year​ 1, S sells 60,000 widgets to​ P, earning $6 per unit profit on the sale. Also, during Year​ 1, P sells 45,200 of these widgets to third parties for an additional per $4 unit profit. ​ Thus, P's inventory at the end of Year 1 includes 14,800 of unsold widgets. During Year​ 2, S sells 65,000 widgets to​ P, earning $7 per unit profit on the sale. Also during Year​ 2, P sells to third parties 40,000 of these widgets and also sells the 14,800 widgets from beginning​ inventory, all for an a
dditional $4 per unit profit.​ Thus, P's inventory at the end of Year 2 includes 25,000 widgets P purchased from S in Year 2. No intercompany inventory sales occur in Year 3.​ However, during Year​ 3, P sells all widgets in beginning inventory for an additional $5 per unit profit. In addition to these intercompany​ transactions, P incurs a $75,000 loss and S earns $350,000 of profit in each year from other business activities.
Requirement
What is the​ group's consolidated taxable income for each of Years​ 1, 2, and​ 3?
Compute the​ group's consolidated taxable income for Years​ 1, 2, and 3 using the worksheet format. ​(Use a parentheses or minus sign for any adjustments and eliminations reducing the consolidated taxable​ income.)
    
Consolidated taxable income
    Adjustments and eliminations
    S's separate reporting
    P's separate reporting
    Year 1
    460800 
    100800 
    710000 
    110800 
     
    Consolidated taxable income
    Adjustments and eliminations
    S's separate reporting
    P's separate reporting
    Year 2
    499200 
    44200 
    805000 
    149200 
     
    Consolidated taxable income
    Adjustments and eliminations
    S's separate reporting
    P's separate reporting
    
    Year 3
     405000
     405000
    350000 
     55000
2.) P and S Corporations have filed consolidated tax returns for several years. In Year​ 1, P purchased land as an investment for $65,000. In Year​ 3, P sold the land to S for $110,000. S used the land for four years as additional parking space for its employees and made no improvements to the land. In Year​ 7, S sells the land to Z ​Corporation, an unrelated​ party, for $250,000. The​ sale's terms require Z to pay S $50,000 in each of Years 7 through 11. The terms also require Z to pay S interest at a rate acceptable to the IRS. Z pays all the required amounts. ​(Assume the installment method​ applies.)
Requirement a. What are the intercompany​ item, the corresponding​ items, and the recomputed corresponding​ items?
For each​ item, select the company that is​ affected, enter the​ amount, then select the character type and what year the shares were sold in. ​(Do not round intermediary calculations. Only round the amounts you input in the cell to the nearest​ dollar.)
     
    Company
(P,S,Z)
    Year land sold
(yr 1-11)
     
    Amount
    Character
(Capital Gain, Loss, Ordinary Gain, Loss)
    Intercompany item
    P 
    3 
    $
    45000 
    Gain
    Corresponding items
    S 
     7
    
    140000 
    Gain
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    Recomputed corresponding items
    P 
    7 
    
    185000 
     Gain
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
    
     
     
Requirement b. In what​ year(s) does the consolidated group include P​'s gain or loss and ​S's gain or loss in its taxable​ income?
Begin by entering any gain or loss for P ​Corporation, then for S Corporation.
P has (a gain, a loss, no gain or loss) Gain in (Year 1-11) 7 in the amount of $45000
that is included in consolidated taxable income.
S has (a gain, a loss, no gain or loss) Gain in (Year 1-11) 7 in the amount of $140000
that is included in consolidated taxable income.
Requirement c. How does the consolidated group report the interest​ income? OPTION B
A.
S and P share equally the interest income earned on the installment sale to Z and report it on their separate taxable income. The timing of the interest recognition depends on the accounting method that S and P use​ (e.g., cash or​ accrual). The interest income is an intercompany item because it pertains to an intercompany​ transaction, so it is included in consolidated taxable income when S and P reports it.
B.
P includes the income earned on the installment sale to Z in its separate reporting. The timing of the interest income recognition depends on the accounting method that P uses​ (e.g., cash or​ accrual). The interest income is not an intercompany item because it pertains to a transaction with a​ non-group member, so it is included in consolidated taxable income when P reports it.
C.
S includes the income earned on the installment sale to Z in its separate reporting. The timing of the interest income recognition depends on the accounting method that S uses​ (e.g., cash or​ accrual). The interest income is not an intercompany item because it pertains to a transaction with a​ non-group member, so it is included in consolidated taxable income when S reports it.
D.
S includes the income earned on the installment sale to P in its separate reporting. The timing of the interest income recognition depends on the accounting method that S uses​ (e.g., cash or​ accrual). The interest income is an intercompany item because it pertains to an intercompany​ transaction, so it is included in consolidated taxable income when S reports it.
3.) For which of the following​ tax-related matters can an affiliated​ group's parent corporation act as the​ group's agent?
a.
Consent by a subsidiary corporation to the filing of a consolidated tax return.
b.
Changing a subsidiary​ corporation's accounting method.
c.
Corresponding with the IRS during its audit regarding a subsidiary​ corporation's transaction that affects the​ group's consolidated taxable income.
d.
Requesting an extension of time to file a consolidated tax return.
Select the correct Answer: Option D
A.
None of the​ tax-related matters allow an affiliated​ group's parent corporation to act as the​ group's agent because each entity is considered a standalone entity for​ tax-related matters such as those listed.
B.
Only a and c are​ tax-related matters that allow an affiliated​ group's parent corporation to act as the​ group's agent because the parent files the initial consent for allowing subsidiaries to file consolidated returns and they also work directly with the IRS in all correspondence following that initial consenting return.
C.
All of the​ tax-related matters allow an affiliated​ group's parent corporation to act as the​ group's agent since once a subsidiary becomes​ 80% or more owned by a parent​ corporation, all​ tax-related matters must be answered through the parent corporation.
D.
Only​ b, c, and d are​ tax-related matters which the parent corporation can act as the​ group's agent. Each subsidiary corporation must first consent to participate in a consolidated​ return; thus giving the parent the right to act on their behalf for the other three actions.
4. P Corporation purchases​ 100% of S ​Corporation's stock for $8 million on January 1 of the current year. The corporations elect to file a consolidated tax return. During the current​ year,...
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