Fill a Valid IRS 1120 Form Launch Editor Now

Fill a Valid IRS 1120 Form

The Internal Revenue Service (IRS) 1120 form is a document that corporations must file annually to report their income, gains, losses, deductions, and credits. This form plays a crucial role in determining the corporation's federal income tax liability. Businesses utilize the IRS 1120 form to ensure compliance with tax codes and avoid penalties.

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Navigating the complexities of corporate tax obligations in the United States demands a thorough understanding of the various forms and documents required by the Internal Revenue Service (IRS), among which the IRS 1120 form occupies a central role. This form serves as the primary vehicle through which corporations report their income, gains, losses, deductions, and credits, ultimately determining their federal income tax liability. Considering its significance, it's imperative for businesses, especially those classified as C corporations, to grasp the intricate details and filing requirements encapsulated within this form. It not only outlines the financial performance of a corporation over the fiscal year but also plays a crucial role in maintaining compliance with IRS regulations, thereby avoiding potential penalties. Given its complexity, the form can seem daunting at first glance, yet a methodical approach to understanding its components can demystify the process, facilitating a more seamless tax filing experience for corporations. This form's detailed structure, which caters to various aspects of corporate revenue and expense, underscores the broader framework of corporate tax law in the United States, reflecting the government's efforts to maintain a balanced and fair taxation system.

Preview - IRS 1120 Form

Form 1120

Department of the Treasury

Internal Revenue Service

A Check if:

1a Consolidated return (attach Form 851) .

b Life/nonlife consoli- dated return . . .

2Personal holding co. (attach Sch. PH) . .

3Personal service corp. (see instructions) . .

4 Schedule M-3 attached

 

 

U.S. Corporation Income Tax Return

 

 

OMB No. 1545-0123

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For calendar year 2021 or tax year beginning

 

, 2021, ending

, 20

 

2021

 

Go to www.irs.gov/Form1120 for instructions and the latest information.

 

 

Name

 

 

 

 

 

B Employer identification number

TYPE

 

 

 

 

 

 

 

 

 

Number, street, and room or suite no. If a P.O. box, see instructions.

 

C Date incorporated

OR

 

 

 

 

 

 

 

 

 

 

PRINT

 

 

 

 

 

 

 

 

 

City or town, state or province, country, and ZIP or foreign postal code

 

D Total assets (see instructions)

 

 

 

 

 

 

 

 

 

 

$

 

E Check if: (1)

Initial return

(2)

Final return

(3)

Name change

(4)

Address change

 

1a

 

Gross receipts or sales

 

. . .

.

 

1a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b

 

Returns and allowances

 

. . .

.

 

1b

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c

 

Balance. Subtract line 1b from line 1a

 

. . . . . . . . . . . .

1c

 

 

 

2

 

 

Cost of goods sold (attach Form 1125-A)

 

. . . . . . . . . . . .

2

 

 

 

 

3

 

 

Gross profit. Subtract line 2 from line 1c

 

. . . . . . . . . . . .

3

 

 

 

Income

4

 

 

Dividends and inclusions (Schedule C, line 23)

 

. . . . . . . . . . . .

4

 

 

 

5

 

 

Interest

. . . . . . . . . . . . . . . . . .

 

. . . . . . . . . . . .

5

 

 

 

 

 

 

 

 

 

 

 

6

 

 

Gross rents

 

. . . . . . . . . . . .

6

 

 

 

 

7

 

 

Gross royalties

 

. . . . . . . . . . . .

7

 

 

 

 

8

 

 

Capital gain net income (attach Schedule D (Form 1120)) . . . .

 

. . . . . . . . . . . .

8

 

 

 

 

9

 

 

Net gain or (loss) from Form 4797, Part II, line 17 (attach Form 4797)

 

. . . . . . . . . . . .

9

 

 

 

 

10

 

 

Other income (see instructions—attach statement)

 

. . . . . . . . . . . .

10

 

 

 

 

11

 

 

Total income. Add lines 3 through 10

 

. . .

.

. .

. .

.

.

.

 

11

 

 

 

deductions.)

12

 

 

Compensation of officers (see instructions—attach Form 1125-E) .

 

. . .

.

. .

. .

.

.

.

 

12

 

 

 

13

 

 

Salaries and wages (less employment credits)

 

. . . . . . . . . . . .

13

 

 

 

 

 

 

 

 

 

 

 

14

 

 

Repairs and maintenance

 

. . . . . . . . . . . .

14

 

 

 

 

15

 

 

Bad debts

 

. . . . . . . . . . . .

15

 

 

 

on

16

 

 

Rents

 

. . . . . . . . . . . .

16

 

 

 

17

 

 

Taxes and licenses

 

. . . . . . . . . . . .

17

 

 

 

limitations

 

 

 

 

 

 

20

 

 

Depreciation from Form 4562 not claimed on Form 1125-A or elsewhere on return (attach Form 4562) . . .

20

 

 

 

 

18

 

 

Interest (see instructions)

 

. . . . . . . . . . . .

18

 

 

 

 

19

 

 

Charitable contributions

 

. . . . . . . . . . . .

19

 

 

 

for

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21

 

 

Depletion

 

. . . . . . . . . . . .

21

 

 

 

instructions

25

 

 

Reserved for future use

 

. . . . . . . . . . . .

25

 

 

 

 

22

 

 

Advertising

 

. . . . . . . . . . . .

22

 

 

 

 

23

 

 

Pension, profit-sharing, etc., plans

. . . . . . . . . .

 

. . . . . . . . . . . .

23

 

 

 

 

24

 

 

Employee benefit programs

. . . . . . . . . . . .

 

. . . . . . . . . . . .

24

 

 

 

(See

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26

 

 

Other deductions (attach statement)

 

. . . . . . . . . . . .

26

 

 

 

 

 

 

 

 

 

 

Deductions

27

 

 

Total deductions. Add lines 12 through 26

 

. . .

.

. .

. .

.

.

.

 

27

 

 

 

28

 

 

Taxable income before net operating loss deduction and special deductions. Subtract line 27 from line 11. .

28

 

 

 

 

 

 

 

 

 

 

29a

 

Net operating loss deduction (see instructions)

 

. . .

.

 

29a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b

 

Special deductions (Schedule C, line 24)

 

. . .

.

 

29b

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c

 

Add lines 29a and 29b

 

. . . . . . . . . . . .

29c

 

 

and

30

 

 

Taxable income. Subtract line 29c from line 28. See instructions .

 

. . . . . . . . . . . .

30

 

 

 

31

 

 

Total tax

(Schedule J, Part I, line 11)

 

. . . . . . . . . . . .

31

 

 

 

Credits,Refundable Payments

 

 

 

 

 

 

32

 

 

Reserved for future use

 

. . . . . . . . . . . .

32

 

 

 

 

33

 

 

Total payments and credits (Schedule J, Part III, line 23) . . . .

 

. . . . . . . . . . . .

33

 

 

 

 

34

 

 

Estimated tax penalty. See instructions. Check if Form 2220 is attached

. .

.

. .

. .

.

.

 

 

 

34

 

 

 

 

35

 

 

Amount owed. If line 33 is smaller than the total of lines 31 and 34, enter amount owed

. . . . . .

35

 

 

 

Tax,

36

 

 

Overpayment. If line 33 is larger than the total of lines 31 and 34, enter amount overpaid

36

 

 

 

37

 

 

Enter amount from line 36 you want: Credited to 2022 estimated tax

 

 

 

 

 

 

 

Refunded

37

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign

 

 

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct,

 

 

and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

 

 

 

 

 

May the IRS discuss this return

 

Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

with the preparer shown below?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See instructions.

Yes

No

 

 

 

Signature of officer

 

 

 

Date

 

Title

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid

 

 

Print/Type preparer’s name

 

 

Preparer’s signature

 

 

 

 

 

Date

 

 

 

 

 

Check

if

PTIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

self-employed

 

 

 

Firm’s name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s EIN

 

 

 

 

Use Only

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phone no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For Paperwork Reduction Act Notice, see separate instructions.

 

 

 

Cat. No. 11450Q

 

 

 

 

 

 

 

Form 1120 (2021)

Form 1120 (2021)

 

 

Page 2

Schedule C

Dividends, Inclusions, and Special Deductions (see

(a) Dividends and

(b) %

(c) Special deductions

 

instructions)

inclusions

(a) × (b)

 

 

1Dividends from less-than-20%-owned domestic corporations (other than debt-financed

stock)

50

2Dividends from 20%-or-more-owned domestic corporations (other than debt-financed

 

stock)

65

 

 

See

3

Dividends on certain debt-financed stock of domestic and foreign corporations . .

instructions

4

Dividends on certain preferred stock of less-than-20%-owned public utilities . . .

23.3

5

Dividends on certain preferred stock of 20%-or-more-owned public utilities . . . .

26.7

6

Dividends from less-than-20%-owned foreign corporations and certain FSCs . . .

50

7

Dividends from 20%-or-more-owned foreign corporations and certain FSCs . . .

65

8

Dividends from wholly owned foreign subsidiaries

100

 

 

See

9

Subtotal. Add lines 1 through 8. See instructions for limitations

instructions

10Dividends from domestic corporations received by a small business investment

 

company operating under the Small Business Investment Act of 1958

100

11

Dividends from affiliated group members

100

12

Dividends from certain FSCs

100

13Foreign-source portion of dividends received from a specified 10%-owned foreign

 

corporation (excluding hybrid dividends) (see instructions)

 

100

 

14

Dividends from foreign corporations not included on line 3, 6, 7, 8, 11, 12, or 13

 

 

 

(including any hybrid dividends)

 

 

 

15

Reserved for future use

 

 

 

 

16a

Subpart F inclusions derived from the sale by a controlled foreign corporation (CFC) of

 

 

 

the stock of a lower-tier foreign corporation treated as a dividend (attach Form(s) 5471)

100

 

 

(see instructions)

 

 

b

Subpart F inclusions derived from hybrid dividends of tiered corporations (attach Form(s)

 

 

 

5471) (see instructions)

 

 

 

c

Other inclusions from CFCs under subpart F not included on line 16a, 16b, or 17 (attach

 

 

 

Form(s) 5471) (see instructions)

 

 

17

Global Intangible Low-Taxed Income (GILTI) (attach Form(s) 5471 and Form 8992) . .

18

Gross-up for foreign taxes deemed paid

19

IC-DISC and former DISC dividends not included on line 1, 2, or 3

20

Other dividends

21

Deduction for dividends paid on certain preferred stock of public utilities . . . .

22

Section 250 deduction (attach Form 8993)

23Total dividends and inclusions. Add column (a), lines 9 through 20. Enter here and on page 1, line 4 . . . . . . . . . . . . . . . . . . . . . .

24

Total special deductions. Add column (c), lines 9 through 22. Enter here and on page 1, line 29b

Form 1120 (2021)

Form 1120 (2021)

 

 

 

 

 

Page 3

Schedule J

Tax Computation and Payment (see instructions)

 

 

 

 

 

Part I—Tax Computation

 

 

 

 

 

1

Check if the corporation is a member of a controlled group (attach Schedule O (Form 1120)). See instructions

 

 

2

Income tax. See instructions

. . . .

. . .

2

 

3

Base erosion minimum tax amount (attach Form 8991)

. . . .

. . .

3

 

4

Add lines 2 and 3

. . . .

. . .

4

 

5a

Foreign tax credit (attach Form 1118)

5a

 

 

 

 

b

Credit from Form 8834 (see instructions)

5b

 

 

 

 

c

General business credit (attach Form 3800)

5c

 

 

 

 

d

Credit for prior year minimum tax (attach Form 8827)

5d

 

 

 

 

e

Bond credits from Form 8912

5e

 

 

 

 

6

Total credits. Add lines 5a through 5e

. . . .

. . .

6

 

7

Subtract line 6 from line 4

. . . .

. . .

7

 

8

Personal holding company tax (attach Schedule PH (Form 1120))

. . . .

. . .

8

 

9a

Recapture of investment credit (attach Form 4255)

9a

 

 

 

 

b

Recapture of low-income housing credit (attach Form 8611)

9b

 

 

 

 

c

Interest due under the look-back method—completed long-term contracts (attach

 

 

 

 

 

 

Form 8697)

9c

 

 

 

 

d

Interest due under the look-back method—income forecast method (attach Form 8866)

9d

 

 

 

 

e

Alternative tax on qualifying shipping activities (attach Form 8902)

9e

 

 

 

 

f

Interest/tax due under section 453A(c) and/or section 453(l)

9f

 

 

 

 

g

Other (see instructions—attach statement)

9g

 

 

 

 

10

Total. Add lines 9a through 9g

. . . .

. . .

10

 

11

Total tax. Add lines 7, 8, and 10. Enter here and on page 1, line 31

. . . .

. . .

11

 

Part II—Reserved For Future Use

12 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . .

12

Part III—Payments and Refundable Credits

13

2020 overpayment credited to 2021

. . . . . . . .

13

 

 

14

2021 estimated tax payments

. . . . . . . .

14

 

 

15

2021 refund applied for on Form 4466

. . . . . . . .

15

(

)

16

Combine lines 13, 14, and 15

. . . . . . . .

16

 

 

17

Tax deposited with Form 7004

. . . . . . . .

17

 

 

18

Withholding (see instructions)

. . . . . . . .

18

 

 

19

Total payments. Add lines 16, 17, and 18

. . . . . . . .

19

 

 

20

Refundable credits from:

 

 

 

 

 

 

a

Form 2439

 

20a

 

 

 

 

b

Form 4136

 

20b

 

 

 

 

c

Reserved for future use

 

20c

 

 

 

 

d

Other (attach statement—see instructions)

 

20d

 

 

 

 

21

Total credits. Add lines 20a through 20d

. . . . . . . .

21

 

 

22

Reserved for future use

. . . . . . . .

22

 

 

23

Total payments and credits. Add lines 19 and 21. Enter here and on page 1, line 33 .

. . . . . . . .

23

 

 

 

 

 

 

 

 

 

Form 1120 (2021)

Form 1120 (2021)

Page 4

Schedule K Other Information (see instructions)

1

Check accounting method: a

Cash

b

Accrual

c

Other (specify)

2See the instructions and enter the: a Business activity code no.

b Business activity c Product or service

3 Is the corporation a subsidiary in an affiliated group or a parent–subsidiary controlled group? . . . . . . . . . .

If “Yes,” enter name and EIN of the parent corporation

4At the end of the tax year:

aDid any foreign or domestic corporation, partnership (including any entity treated as a partnership), trust, or tax-exempt organization own directly 20% or more, or own, directly or indirectly, 50% or more of the total voting power of all classes of the

corporation’s stock entitled to vote? If “Yes,” complete Part I of Schedule G (Form 1120) (attach Schedule G) . . . . . .

bDid any individual or estate own directly 20% or more, or own, directly or indirectly, 50% or more of the total voting power of all

classes of the corporation’s stock entitled to vote? If “Yes,” complete Part II of Schedule G (Form 1120) (attach Schedule G) .

5At the end of the tax year, did the corporation:

aOwn directly 20% or more, or own, directly or indirectly, 50% or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation not included on Form 851, Affiliations Schedule? For rules of constructive ownership, see instructions. If “Yes,” complete (i) through (iv) below.

Yes No

(i)Name of Corporation

(ii)Employer

Identification Number

(if any)

(iii)Country of Incorporation

(iv)Percentage Owned in Voting

Stock

bOwn directly an interest of 20% or more, or own, directly or indirectly, an interest of 50% or more in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust? For rules of constructive ownership, see instructions. If “Yes,” complete (i) through (iv) below.

(i)Name of Entity

(ii)Employer

Identification Number

(if any)

(iii)Country of Organization

(iv)Maximum

Percentage Owned in Profit, Loss, or Capital

6During this tax year, did the corporation pay dividends (other than stock dividends and distributions in exchange for stock) in

excess of the corporation’s current and accumulated earnings and profits? See sections 301 and 316 . . . . . . . .

If “Yes,” file Form 5452, Corporate Report of Nondividend Distributions. See the instructions for Form 5452. If this is a consolidated return, answer here for the parent corporation and on Form 851 for each subsidiary.

7At any time during the tax year, did one foreign person own, directly or indirectly, at least 25% of the total voting power of all classes of the corporation’s stock entitled to vote or at least 25% of the total value of all classes of the corporation’s stock? .

For rules of attribution, see section 318. If “Yes,” enter:

(a) Percentage owned

and (b) Owner’s country

(c)The corporation may have to file Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business. Enter the number of Forms 5472 attached

8 Check this box if the corporation issued publicly offered debt instruments with original issue discount . . . . . . If checked, the corporation may have to file Form 8281, Information Return for Publicly Offered Original Issue Discount Instruments.

9Enter the amount of tax-exempt interest received or accrued during the tax year $

10Enter the number of shareholders at the end of the tax year (if 100 or fewer)

11If the corporation has an NOL for the tax year and is electing to forego the carryback period, check here (see instructions)

If the corporation is filing a consolidated return, the statement required by Regulations section 1.1502-21(b)(3) must be attached or the election will not be valid.

12Enter the available NOL carryover from prior tax years (do not reduce it by any deduction reported on

page 1, line 29a.) . . . . . . . . . . . . . . . . . . . . . . . . . $

Form 1120 (2021)

Form 1120 (2021)

Page 5

Schedule K Other Information (continued from page 4)

13

Are the corporation’s total receipts (page 1, line 1a, plus lines 4 through 10) for the tax year and its total assets at the end of the

Yes No

 

 

tax year less than $250,000?

 

 

If “Yes,” the corporation is not required to complete Schedules L, M-1, and M-2. Instead, enter the total amount of cash

 

 

distributions and the book value of property distributions (other than cash) made during the tax year $

 

14

Is the corporation required to file Schedule UTP (Form 1120), Uncertain Tax Position Statement? See instructions . . . .

 

 

If “Yes,” complete and attach Schedule UTP.

 

15a

Did the corporation make any payments in 2021 that would require it to file Form(s) 1099?

 

b

If “Yes,” did or will the corporation file required Form(s) 1099?

 

16During this tax year, did the corporation have an 80%-or-more change in ownership, including a change due to redemption of its

own stock? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17During or subsequent to this tax year, but before the filing of this return, did the corporation dispose of more than 65% (by value)

of its assets in a taxable, non-taxable, or tax deferred transaction? . . . . . . . . . . . . . . . . . .

18Did the corporation receive assets in a section 351 transfer in which any of the transferred assets had a fair market basis or fair

market value of more than $1 million? . . . . . . . . . . . . . . . . . . . . . . . . . . .

19During the corporation’s tax year, did the corporation make any payments that would require it to file Forms 1042 and 1042-S under chapter 3 (sections 1441 through 1464) or chapter 4 (sections 1471 through 1474) of the Code? . . . . . . . .

20 Is the corporation operating on a cooperative basis?. . . . . . . . . . . . . . . . . . . . . . .

21During the tax year, did the corporation pay or accrue any interest or royalty for which the deduction is not allowed under section

267A? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If “Yes,” enter the total amount of the disallowed deductions $

22Does the corporation have gross receipts of at least $500 million in any of the 3 preceding tax years? (See sections 59A(e)(2)

and (3)) .

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

If “Yes,” complete and attach Form 8991.

23Did the corporation have an election under section 163(j) for any real property trade or business or any farming business in effect

 

during the tax year? See instructions

24

Does the corporation satisfy one or more of the following? See instructions

aThe corporation owns a pass-through entity with current, or prior year carryover, excess business interest expense.

bThe corporation’s aggregate average annual gross receipts (determined under section 448(c)) for the 3 tax years preceding the current tax year are more than $26 million and the corporation has business interest expense.

cThe corporation is a tax shelter and the corporation has business interest expense. If “Yes,” complete and attach Form 8990.

25

Is the corporation attaching Form 8996 to certify as a Qualified Opportunity Fund?

 

If “Yes,” enter amount from Form 8996, line 15 . . . . $

26Since December 22, 2017, did a foreign corporation directly or indirectly acquire substantially all of the properties held directly or indirectly by the corporation, and was the ownership percentage (by vote or value) for purposes of section 7874 greater than 50% (for example, the shareholders held more than 50% of the stock of the foreign corporation)? If “Yes,” list the ownership

percentage by vote and by value. See instructions . . . . . . . . . . . . . . . . . . . . . . .

Percentage: By Vote

By Value

Form 1120 (2021)

Form 1120 (2021)

 

 

 

 

 

 

 

 

 

 

 

 

Page 6

Schedule L

 

Balance Sheets per Books

 

 

Beginning of tax year

 

 

End of tax year

 

 

 

 

Assets

 

 

 

 

(a)

 

(b)

 

(c)

 

 

(d)

1

Cash

 

 

 

 

 

 

 

 

 

 

2a

Trade notes and accounts receivable . . .

 

 

 

 

 

 

 

 

 

b

Less allowance for bad debts . .

. . .

 

(

 

)

 

(

)

 

 

3

Inventories

 

 

 

 

 

 

 

 

 

4

U.S. government obligations

. . . . .

 

 

 

 

 

 

 

 

 

 

5

Tax-exempt securities (see instructions) . .

 

 

 

 

 

 

 

 

 

 

6

Other current assets (attach statement) . .

 

 

 

 

 

 

 

 

 

 

7

Loans to shareholders

 

 

 

 

 

 

 

 

 

 

8

Mortgage and real estate loans

 

 

 

 

 

 

 

 

 

 

9

Other investments (attach statement) . . .

 

 

 

 

 

 

 

 

 

 

10a

Buildings and other depreciable assets . .

 

 

 

 

 

 

 

 

 

b

Less accumulated depreciation . .

. . .

 

(

 

)

 

(

)

 

 

11a

Depletable assets

 

 

 

 

 

 

 

 

 

b

Less accumulated depletion . . .

. . .

 

(

 

)

 

(

)

 

 

12

Land (net of any amortization)

 

 

 

 

 

 

 

 

 

13a

Intangible assets (amortizable only)

. . .

 

 

 

 

 

 

 

 

 

 

b

Less accumulated amortization . .

. . .

 

(

 

)

 

(

)

 

 

14

Other assets (attach statement)

 

 

 

 

 

 

 

 

 

 

15

Total assets

 

 

 

 

 

 

 

 

 

 

Liabilities and Shareholders’ Equity

 

 

 

 

 

 

 

 

 

16

Accounts payable

 

 

 

 

 

 

 

 

 

 

17

Mortgages, notes, bonds payable in less than 1 year

 

 

 

 

 

 

 

 

 

 

18

Other current liabilities (attach statement) . .

 

 

 

 

 

 

 

 

 

 

19

Loans from shareholders

 

 

 

 

 

 

 

 

 

 

20

Mortgages, notes, bonds payable in 1 year or more

 

 

 

 

 

 

 

 

 

 

21

Other liabilities (attach statement) . . . .

 

 

 

 

 

 

 

 

 

 

22

Capital stock:

a Preferred stock . . . .

 

 

 

 

 

 

 

 

 

 

 

 

 

b Common stock . . . .

 

 

 

 

 

 

 

 

 

 

23

Additional paid-in capital

 

 

 

 

 

 

 

 

 

 

24

Retained earnings—Appropriated (attach statement)

 

 

 

 

 

 

 

 

 

 

25

Retained earnings—Unappropriated . . .

 

 

 

 

 

 

 

 

 

 

26

Adjustments to shareholders’ equity (attach statement)

 

 

 

 

 

 

 

 

 

 

27

Less cost of treasury stock

 

 

 

 

(

)

 

 

(

)

28

Total liabilities and shareholders’ equity . .

 

 

 

 

 

 

 

 

 

Schedule M-1 Reconciliation of Income (Loss) per Books With Income per Return

Note: The corporation may be required to file Schedule M-3. See instructions.

1

Net income (loss) per books

7

Income recorded on books this year

2

Federal income tax per books

 

 

not included on this return (itemize):

3

Excess of capital losses over capital gains .

 

 

Tax-exempt interest $

4Income subject to tax not recorded on books this year (itemize):

 

 

 

8

 

Deductions on this return not charged

5

Expenses recorded on books this year not

 

against book income this year (itemize):

 

deducted on this return (itemize):

a

Depreciation . . $

a

Depreciation . . . . $

b

Charitable contributions $

bCharitable contributions . $

cTravel and entertainment . $

 

 

 

9

Add lines 7 and 8

6

Add lines 1 through 5

10

Income (page 1, line 28)—line 6 less line 9

Schedule M-2 Analysis of Unappropriated Retained Earnings per Books (Schedule L, Line 25)

1

Balance at beginning of year

5

Distributions: a Cash

2

Net income (loss) per books

 

 

 

b Stock . . . .

3

Other increases (itemize):

 

 

 

c Property . . . .

 

 

 

6

Other decreases (itemize):

 

 

 

7

Add lines 5 and 6

4

Add lines 1, 2, and 3

8

Balance at end of year (line 4 less line 7)

Form 1120 (2021)

Form Characteristics

Fact Name Description
Purpose The IRS 1120 form is used by corporations to file their annual income tax returns.
Applicability It applies to C corporations and companies that elect to be taxed as corporations.
Components The form requires information about income, gains, losses, deductions, and taxes payable.
Filing Requirement Corporations must file this form annually, even if they have no taxable income.
Due Date Typically, Form 1120 is due by the 15th day of the 4th month following the end of the corporation's tax year.
E-filing Option Corporations can file Form 1120 electronically through the IRS e-file system.
State Variations While the IRS 1120 form is a federal tax form, some states may require similar forms based on the federal return, governed by individual state laws.
Penalties for Late Filing Failing to file on time can result in penalties, which are based on the tax owed and the duration of the delay.

How to Use IRS 1120

When it comes time to file corporate income taxes in the United States, the IRS Form 1120 is used by corporations to report their income, gains, losses, deductions, and credits to the Internal Revenue Service (IRS). This process, while comprehensive, is crucial for ensuring that corporations fulfill their tax obligations accurately. Completing the form requires attention to detail and an understanding of the corporation's financial activities over the past fiscal year. Below are step-by-step instructions designed to assist in the accurate completion of the IRS Form 1120.

  1. Collect necessary documents, including financial statements, receipts, and any records of expenses and income.
  2. Download the latest version of the IRS Form 1120 from the IRS website to ensure all recent tax law changes are considered.
  3. Fill in the basic information about your corporation, including the name, address, Employer Identification Number (EIN), and the date of incorporation.
  4. Enter the total income of the corporation in the designated section, including gross receipts or sales, returns and allowances, cost of goods sold, and dividends or interest received.
  5. Calculate and report the corporation's gross income.
  6. Deduct any business expenses from the gross income to determine the taxable income. Common deductions include salaries and wages, rent, taxes, and interest expense.
  7. Report any additional gains, losses, deductions, or credits that apply to your corporation, such as foreign tax credits, net operating loss deduction, and domestic production activities deduction.
  8. Calculate the total tax liability of the corporation using the tax rate schedule provided in the form’s instructions.
  9. If applicable, fill in the schedules that are required. This might include Schedule J for figuring the tax computation, Schedule K for other information, and Schedule L for balance sheets per books.
  10. Double-check all entered information for accuracy. Errors or omissions can lead to processing delays or penalties.
  11. Sign and date the form. An officer of the corporation with the authority to sign must do so.
  12. Attach any required documents, schedules, or payment and mail or electronically submit your form to the IRS by the filing deadline.

After submitting Form 1120, the corporation should keep a copy of the filed form and all relevant documents for at least seven years to comply with IRS guidelines for record retention. This ensures that the corporation can address any questions from the IRS about the submitted tax return and provides documentation for potential future audits.

Important Queries on IRS 1120

What is the IRS 1120 form and who is required to file it?

The IRS 1120 form, also known as the U.S. Corporation Income Tax Return, is a document that C corporations must file annually. This form reports the corporation’s income, gains, losses, deductions, and credits to the Internal Revenue Service (IRS). A corporation is obligated to file this form if it operates under the laws of the United States, a state, or a district.

What are the deadlines for filing Form 1120?

The deadline for filing Form 1120 typically falls on the 15th day of the fourth month following the end of the corporation’s fiscal year. For corporations that follow the calendar year, the due date is April 15th. An extension can be requested using Form 7004, which grants an additional six months to file.

Can a corporation receive a refund through Form 1120?

Yes, a corporation can receive a refund through Form 1120 if it has overpaid its estimated tax payments or had more credits than tax liability. The form allows the corporation to calculate its tax liability, and if payments made exceed this liability, a refund may be issued.

Are there penalties for filing Form 1120 late?

Corporations that fail to file Form 1120 by the due date or extended due date may face penalties. The penalty is usually 5% of the unpaid taxes for each month or part of a month that the return is late, up to 25%. If the return is filed more than 60 days after the due date, the minimum penalty could be $210 or the balance of the tax due, whichever is smaller. Interest is also charged on any unpaid tax.

What information is needed to complete Form 1120?

To complete Form 1120, a corporation needs its financial statements, including income statement and balance sheet. Additionally, information regarding dividends, interest, gross receipts, returns and allowances, cost of goods sold, employee compensation, and deductions like rent, taxes, and interest paid is needed. The form also requires information about any tax credits and estimated tax payments made during the year.

Common mistakes

Filling out the IRS 1120 form, also known as the U.S. Corporation Income Tax Return, is a critical process for corporations in the United States. This complex form requires detailed financial information and precise calculations. Mistakes can lead to audit triggers, penalties, or delays in processing. Here are ten common mistakes people make when completing this form:

  1. Not checking the correct tax year at the top of the form. This can cause confusion and complications with the IRS.

  2. Entering incorrect Employer Identification Number (EIN). An EIN is a unique number assigned to a corporation, crucial for identification purposes.

  3. Failing to attach necessary schedules and forms. The 1120 form often requires various schedules that detail specific income, deductions, and credits.

  4. Miscalculating income or deductions. Accuracy is key in reporting financial information to avoid underpayment penalties or potential audits.

  5. Forgetting to sign and date the form. An unsigned form is considered incomplete and will not be processed.

  6. Incorrectly categorizing business expenses. This can lead to missed deductions or questions from the IRS.

  7. Not using the correct form version. The IRS updates tax forms regularly, and using an outdated version can lead to processing delays.

  8. Overlooking carryforward amounts from previous years. Certain losses and credits can be carried forward; missing these can result in a larger tax liability.

  9. Failing to report all income types. All revenue streams must be reported, including interest, dividends, and any miscellaneous income.

  10. Leaving blanks on the form rather than entering "0" or "N/A" where applicable. Complete information is necessary for accurate processing.

Avoiding these mistakes is crucial for a smooth filing process. Organizations should consider seeking professional guidance or using IRS resources and tools for assistance. Keeping organized records and staying updated with IRS requirements can also greatly reduce the risk of errors.

Documents used along the form

When corporations prepare their federal tax returns, the IRS Form 1120 serves as the foundational document for reporting their income, gains, losses, deductions, credits, and to calculate their federal income tax liability. However, this form does not stand alone. Depending on the complexity of a corporation's financial activities, several supplementary forms and schedules may be necessary to provide a comprehensive view of its fiscal status. These additional documents ensure a detailed and accurate tax return, facilitating compliance and potentially optimizing the corporation’s tax position.

  • Schedule K-1 (Form 1120S): Used by S corporations to report each shareholder's pro-rata share of net income, losses, deductions, and credits. This allows shareholders to incorporate these figures into their personal tax returns.
  • Form 1125-A: Details the cost of goods sold by the corporation, which is essential for businesses that manufacture products or purchase them for resale.
  • Form 1125-E: Reports compensation of officers, a necessity for corporations that need to document payments made to their top executives.
  • Schedule D (Form 1120): Records capital gains and losses from the corporation's investment activities. This is critical for corporations that have significant investment income or losses during the fiscal year.
  • Form 4562: Details depreciation and amortization expenses, providing corporations a way to reduce taxable income by accounting for the wear and tear on their assets.
  • Form 4797: Reports the sale of business property, essential for corporations divesting of assets not classified as capital assets.
  • Form 8916-A: A reconciliation document that accompanies the 1120 when there are discrepancies between financial statements and tax returns, ensuring accuracy in reported information.
  • Form 8825: Real estate income and expense reporting, vital for corporations that own and operate rental properties.
  • Form 5471: Information Return of U.S. Persons With Respect To Certain Foreign Corporations, required for corporations with ownership in foreign companies to ensure compliance with international tax obligations.
  • Form 5713: International Boycott Report, a critical document for corporations engaged in or considering transactions with countries subject to boycotts not sanctioned by the United States government.

Together with the IRS Form 1120, these documents form a comprehensive suite enabling corporations to fulfill their federal tax reporting responsibilities. By accurately completing and filing these forms, corporations can navigate the complexities of tax law, comply with their legal obligations, and may optimize their tax liabilities. Each document plays a specific role in painting a complete picture of a corporation's financial and operational status, thus reinforcing the importance of meticulous record-keeping and reporting in corporate governance.

Similar forms

The IRS 1040 form is similar to the IRS 1120 form in that it is used for tax filing purposes, though it is designed for individuals rather than corporations. Like the 1120, it requires financial information about income, deductions, and credits to accurately assess tax liability. However, the 1040 form caters to the personal finances of individuals, including wages, dividends, and interest income, instead of the business revenues and expenses reported on the 1120 form.

The IRS 1065 form serves a purpose akin to the 1120 but is specifically for partnerships. It collects details on a partnership's income, gains, losses, deductions, and credits to determine the federal income tax liability of the partnership. While corporations use form 1120, the 1065 is tailored for entities where profits and losses pass through to the partners, who then report this information on their personal tax returns, a distinct process from the corporate tax reporting on form 1120.

Similar to the 1120, the IRS 1120S form is used by corporations for tax filing. However, it is exclusively for S corporations, a special designation that allows corporations to pass income directly to shareholders, thus avoiding the double taxation typically associated with corporate income. Both forms require detailed financial information, but the 1120S focuses on reporting income, losses, and deductions that flow through to shareholders' personal tax returns.

Another comparable document is the Schedule C, which is a part of the 1040 form used by sole proprietors. Like the 1120 form used by corporations, Schedule C is used to report a business's profit or loss. This information impacts the owner’s personal tax liability since it's included with their Form 1040. Although Schedule C is for individual entrepreneurs and the 1120 is for larger corporations, both are essential for accurately reporting business income to the IRS.

The IRS Form 990 is akin to the 1120 in that it is a tax document, but it's tailored for tax-exempt organizations, such as nonprofits. Form 990 provides the IRS with information on the organization's income, expenses, and operational activities. While the 1120 form is for profit-generating corporations to declare their income and calculate their taxes owed, Form 990 focuses on ensuring that nonprofits adhere to the operational standards required to maintain their tax-exempt status.

The IRS Form 5472 is another document related to the 1120 in the context of reporting financial transactions but serves a more specific purpose. It is required for reporting transactions between a U.S. corporation and foreign shareholders or other related foreign entities. While the 1120 form addresses the broader financial activities of a corporation, Form 5472 focuses on cross-border transactions that could affect the U.S. corporation’s tax liabilities.

Dos and Don'ts

When it comes to preparing and filing the IRS 1120 form, a document critical for corporations in the United States, navigational precision and an adherence to comprehensive directions are imperative. This form serves as the foundation for reporting the income, gains, losses, deductions, and credits to the Internal Revenue Service, thereby determining the income tax liability of a corporation. Below is a compendium of guidelines: actions to embrace and avoid, ensuring the process is conducted efficiently and accurately.

Do's

  1. Ensure accuracy in reporting all income and deductions to avoid discrepancies and potential audits. Accurate data serves as the cornerstone of trust with the IRS.

  2. Use the IRS instructions for Form 1120 as a handbook. The detailed guidance provided helps navigate the complexities of corporate tax filing.

  3. Maintain meticulous records, including receipts, financial statements, and relevant documents, to support what is reported on your tax return.

  4. Utilize electronic filing (e-file) options for a more streamlined and efficient filing process, significantly reducing the likelihood of errors.

  5. Take advantage of legal deductions and credits to minimize your tax liability. Thorough research or consulting with a tax professional can uncover these opportunities.

Don'ts

  1. Delay in filing beyond the deadline unless an extension has been duly filed. Late submissions can result in penalties and interests.

  2. Omit income or incorrectly report your corporation’s income and expenses. Such actions can lead to significant legal penalties.

  3. Disregard the necessity of signing the form, as an unsigned form is considered invalid and will not be processed.

  4. Overlook state filing requirements, which may differ from federal filing requirements. The compliance with both sets of regulations is obligatory.

  5. Attempt to complete the Form 1120 without a clear understanding or without seeking assistance when needed. The complexity of corporate tax law warrants professional guidance for many corporations.

Adherence to these guidelines not only facilitates a smoother transaction with tax authorities but also safeguards corporations against potential errors and legal challenges. Each year presents an opportunity to refine and perfect the process of tax filing, ensuring that corporations can focus on their growth, confident in their compliance.

Misconceptions

When it comes to filing taxes, specifically the IRS Form 1120, misunderstandings abound. This form, crucial for corporations, is often mired in confusion, leading to common misconceptions. Here are four myths demystified:

  • Only Large Corporations Need to File: A prevalent misconception is that Form 1120 is reserved for big corporations. In reality, most corporations, regardless of size, are required to file Form 1120 annually. This includes small businesses incorporated as C corporations. The key factor is not the size but the entity's legal structure.

  • All Profits Must be Reported as Income: While it's true that corporations must report their income, deductions are allowable. Expenses such as salaries, business expenses, and depreciation can be deducted. Therefore, the taxable income on which the corporation is taxed could be significantly lower than its gross income.

  • Filing Late Has No Consequences if the Corporation Doesn't Owe Taxes: This misunderstanding can lead to unwanted penalties. If a corporation files Form 1120 late without having applied for an extension and owes no taxes, it may still face a penalty. This penalty is based on the length of time the filing is late and the corporation's income.

  • The Same Information is Reported on Form 1120 and Personal Tax Returns: Many believe that the information on a corporation's Form 1120 and an individual's personal tax return is largely the same. However, the two forms collect different types of information. Form 1120 focuses on the corporation's earnings, deductions, and taxes owed as an entity, separate from individual income and deductions reported on personal tax forms.

Key takeaways

The IRS 1120 form is a core component for corporations in the United States, required for reporting their annual income, gains, losses, deductions, and credits. Understanding the intricacies of this form can be crucial for compliance and optimizing a corporation's tax obligations. Here are seven key takeaways to keep in mind when dealing with the IRS 1120 form:

  • Eligibility: The IRS 1120 form is specifically designed for C corporations or corporations that elect to be taxed as separate entities from their owners. S corporations, on the other hand, use Form 1120S, a different variant tailored to their tax structure.
  • Filing Deadline: Typically, corporations must file Form 1120 by the 15th day of the fourth month following the end of their fiscal year. For corporations operating on a calendar year, this date falls on April 15. It's essential to adhere to this deadline to avoid potential penalties.
  • Information Required: When filling out Form 1120, be prepared to provide detailed financial information, including gross income, cost of goods sold, dividends, interest, rents, royalties, and any other income. Accurate record-keeping throughout the year can simplify this process.
  • Deductions: The form allows corporations to claim a wide variety of deductions, such as salaries and wages, rent, taxes, interest, and other business expenses. Maximizing these deductions can significantly reduce a corporation's taxable income.
  • Tax Computation: Form 1120 includes sections for calculating the corporation's income tax liability. This part of the form requires careful attention to detail to ensure that all available credits and deductions are applied correctly.
  • Electronic Filing: The IRS encourages, and in some cases requires, corporations to file Form 1120 electronically. Electronic filing can speed up processing times and typically offers a more secure method of submission compared to paper filings.
  • Record Retention: After filing Form 1120, corporations should keep a copy of the form and all relevant documentation for at least seven years. These records are crucial for supporting entries on the form in case of an IRS audit.

Properly filling out and submitting the IRS 1120 form is an essential duty for corporations in the United States. By staying informed about the form's requirements, deadlines, and potential deductions, corporations can ensure compliance and potentially reduce their tax liabilities. As always, consulting with a tax professional can provide tailored advice and help navigate the complexities of corporate tax law.

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