Financial Records: M-1 / M-2 / M-3, Methods, Related Parties

Free IRS Enrolled Agent SEE Part 2 (Businesses) lesson in Business Tax Preparation. 29 min read, ~4,362 words.

Schedule M-1 reconciles book to taxable income on Forms 1120, 1120-S, and 1065: add federal tax and permanent-difference expenses, subtract tax-exempt income and excess tax depreciation. Schedule M-2 rolls retained earnings / AAA / partners' capital from beginning to ending; on Form 1120-S, tax-exempt income flows to OAA, not AAA...

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