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Returning Member
posted Feb 15, 2025 8:13:52 PM

scorp stock redemption reporting

Where do i report stock buy back from shareholders in Turbotax business?  I own an S-Corp and I purchased back 2 lots of stocks from 2 shareholders.  The 2 shareholders are no longer with the company.

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3 Replies
Expert Alumni
Feb 16, 2025 7:05:53 AM

If you bought out other shareholders, you had a change in ownership. Indicate this by editing the final item on the Business Info page "Has an Ownership Change" and click the "yes" box.

 

Under Shareholder Information, edit each shareholder who left the company and "Check this box if this was the last year this shareholder held shares in [corporation name]."

 

Continue through the Shareholder interview to enter any additional information, especially those about the change in ownership.

 

Use Forms Mode to check for red exclamation marks, which indicate the related form has errors that need to be fixed before you can e-file. Click the Errors icon at the top of the forms list to show an explanation of the errors below the open form.

 

Note that the purchase of stock is not reported by the S-Corp. The purchasing shareholder has an increase in their personal basis in the S-Corp and the leaving shareholders report a sale on their personal tax returns. For more information, see IRS S corporation stock and debt basis.

Returning Member
Mar 3, 2025 10:10:30 PM

Thanks for the response!  I assume the former shareholders will get a K-1 form detailing  their stock basis, and they will file any positive difference between the payout and the stock basis as capital gains?

Expert Alumni
Mar 4, 2025 7:23:00 AM

Yes, the two shareholders who left the company will receive a final Schedule K-1. They will report the sale on their personal returns and use their final adjusted basis to reduce the capital gain.