S Corporation Eligibility and Election

Free CPA REG (Taxation & Regulation) lesson in Federal Taxation of Entities. 15 min read, ~2,194 words.

Eligibility: domestic corporation, ≤100 shareholders (family counts as one), shareholders limited to individuals, estates, certain trusts, and 501(c)(3)s, no corporations, partnerships, or nonresident aliens. One class of stock: voting differences are fine, economic differences (preferred distributions, liquidation preferences) are not. §1362 election: file Form 2553 with unanimous shareholder consent. Effective...

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