What Is IRS Form 7203 and How Does It Work?

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  • Опубликовано: 10 дек 2024
  • In this video, Alexander Efros, MBA, EA, CPA, CFP® from Efros Financial discusses IRS Form 7203 (S Corporation Shareholder Stock and Debt Basis Limitations).
    IMPORTANT: The information presented in this video is not tax advice, tax analysis, or legal advice, and it should not be construed as either of these. Consult with a qualified tax and/or legal adviser prior to acting on any of the information presented in this video.
    Efros Financial is a Los Angeles-based CPA firm providing small business accounting/bookkeeping, tax preparation/resolution, and financial planning services.
    Visit Efros Financial online -- we're here to help! www.efrosfinan...
    Questions? Please feel free to reach out at (323) 531-3500 or info@efrosfinancial.com.

Комментарии • 19

  • @e.terryjaramillo7496
    @e.terryjaramillo7496 Год назад +2

    Very, very helpful and concise presentation of a confusing new IRS form.

  • @MrMadvillan
    @MrMadvillan 2 месяца назад

    thats so cool for cpa that they added another form. the lobby is pumped.

  • @YOLMARVALBUENA
    @YOLMARVALBUENA 4 месяца назад +1

    Love how well this is explained. Thanks

  • @jenniferf3034
    @jenniferf3034 3 месяца назад +1

    Great video! Thank you!

  • @28balaji
    @28balaji 7 месяцев назад +1

    Thank u very much, clearly cleared my confusion.

  • @2LaMort
    @2LaMort 4 месяца назад +1

    omg thank you .. i didnt think i would ever understand this

  • @salpremiers
    @salpremiers 5 месяцев назад +1

    Alex you could be a great teacher!! Well explained

  • @essamkeras7643
    @essamkeras7643 Год назад +1

    Great explanation. Really, this will help a lot of S-Corp owners, thank you

    • @EfrosFinancial
      @EfrosFinancial  Год назад

      Thank you for watching and for your kind feedback! :D

  • @zsv281
    @zsv281 Год назад +1

    Thank you so much! The explanation is brilliant! However, I have a question. I have a very small business. If my company assets and gross receipts is less then $250k for the tax year, I am not required to fill out Sch L (Balance Sheet), so I don’t calculate my shareholder basis. How can I complete 7203 form in this case? Is attaching 7203 is mandatory for me (if I have a loss for the year)?

  • @dgarcia2941
    @dgarcia2941 2 месяца назад

    the only question I have is where would I find my shareholder basis from the previous year to start the form. Would it be on my K-1 for the previous year? Thanks for any help.

  • @bakhtiyorkuliev5293
    @bakhtiyorkuliev5293 Год назад +1

    Watching from Samarkand. Thank you. 😅

    • @EfrosFinancial
      @EfrosFinancial  Год назад +1

      Samarkand -- such a beautiful city! Thank you for watching and for your comment! :D

  • @edwardsmith1060
    @edwardsmith1060 Год назад +1

    That is the form between 7202 & 7204.
    You're welcome.

    • @EfrosFinancial
      @EfrosFinancial  Год назад

      Haha, thank you for clarifying. Viewers can save 25 minutes and 39 seconds just by reading your comment! :D

    • @edwardsmith1060
      @edwardsmith1060 Год назад

      @@EfrosFinancial 😂

  • @donaldkozak9827
    @donaldkozak9827 2 месяца назад

    If form 7203 calculates my allowable loss is $27,000 from a partnership and this is my only income for 2023,(that is no income) can I elect to carryforward this loss to 2024. If so how do I do this.

  • @Goddess8888-Winner
    @Goddess8888-Winner 9 месяцев назад

    Thank you this video!! I back dated as a s corp election for tax year 2021 and is currently researching on basis and excess distributions. Please do a video on how to go about with excess distributions!! Thank you.