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IRS 1120 Template

The IRS 1120 form is a mandatory document for corporations in the United States, used to report their income, gains, losses, deductions, and credits to the Internal Revenue Service. It plays a crucial role in determining the tax liability of a corporation. For business owners and corporations looking to comply with tax regulations, understanding and accurately filling out this form is essential. Make sure your corporation is on the right track by clicking the button below to learn more about filling out the IRS 1120 form.

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Table of Contents

The annual tax season brings forth a myriad of forms and documents, fundamental to the accurate and lawful reporting of financial activities, amongst which the IRS 1120 form plays a pivotal role for corporations across the United States. This form is designated for corporate entities to report their income, gains, losses, deductions, and credits to the Internal Revenue Service, paving the way for a transparent accounting of their yearly financial performance. The meticulous completion of this form is not merely a statutory requirement but a critical step in ensuring corporations meet their tax liabilities appropriately, avoid potential penalties, and possibly leverage deductions and credits effectively. Beyond its primary function, the IRS 1120 form aids in the assessment of a corporation's fiscal health and operational efficiency by stakeholders, making it an indispensable component of corporate financial management. Navigating through the nuances of this form requires a careful consideration of various reporting standards and regulations, underscoring the importance of thorough preparation and understanding of its substantial impact on a corporation's tax obligations.

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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 Breakdown

# Fact Name Description
1 Purpose The IRS 1120 form is used by U.S. corporations to report their income, gains, losses, deductions, credits, and to figure out their income tax liability.
2 Who Must File It is mandatory for all domestic corporations to file Form 1120, unless they are exempt as per the IRS guidelines, even if they have no taxable income.
3 Filing Deadline The deadline for filing Form 1120 is the 15th day of the 4th month after the end of the corporation's fiscal year. For corporations on a calendar year, it is April 15th.
4 Extension Option Corporations can request a six-month extension to file Form 1120 by submitting Form 7004 by the original due date of the return.
5 Tax Payment Any tax due must be paid by the original filing deadline, regardless of an extension to file.
6 Schedules and Attachments Several schedules and attachments may be required with Form 1120, depending on the corporation's activities, income sources, and deductions claimed.
7 Electronic Filing Most corporations are now required to file Form 1120 electronically.
8 Penalties for Late Filing Corporations that do not file by the deadline (including extensions) may be subject to penalties, which increase over time.
9 State-specific Forms Many states have their own version of the 1120 form and related tax obligations, governed by the respective state tax laws.
10 Special Deductions Form 1120 allows for various special deductions, such as dividends-received deductions, which are subject to specific conditions and limitations.

Guidelines on Filling in IRS 1120

After gathering all necessary financial statements and information, the next step for a corporation is to complete the IRS 1120 form. This form is essential for reporting the income, gains, losses, deductions, credits, and to figure out the income tax liability of a corporation. Filling out this form accurately is crucial to meet tax obligations and to avoid potential legal issues. The process involves several steps, from providing basic company information to detailing financial particulars. It's important to proceed carefully and consult the form's instructions or a tax professional if you encounter uncertainties.

  1. Begin by entering the corporation's legal name, address, and Employer Identification Number (EIN) in the designated spaces at the top of the form.
  2. Fill in the date of incorporation and the state or country of incorporation in the space provided.
  3. Complete the section regarding the type of corporation by indicating if there are any special tax statuses that apply.
  4. Enter the total assets of the corporation at the end of the tax year as reported on the balance sheet.
  5. Report the corporation's income, including gross receipts or sales, returns and allowances, cost of goods sold, and other income, ensuring each amount is recorded in the appropriate line.
  6. Deduct the corporation's expenses, such as salaries, rents, taxes, and interest, providing totals for each category.
  7. Calculate the corporation's taxable income by subtracting the total deductions from the total income.
  8. Utilize Schedules C, J, K, and L (attached to the 1120 form) to provide additional details about the corporation's tax computation, credits, deductions, and financial status.
  9. Sign and date the form. An officer of the corporation must sign the form, certifying that the information is accurate to the best of their knowledge.
  10. If required, attach any necessary documentation or schedules that support the entries made on the form.

Once the IRS 1120 form is completed and all supporting documentation is attached, it should be reviewed for accuracy and completeness. After the review, it must be submitted to the IRS by the designated deadline, either through mail or electronically, depending on the corporation’s preferences and the IRS's requirements. Timely and accurate submission is integral to fulfilling the corporation's tax obligations and avoiding potential penalties.

Learn More on IRS 1120

What is the IRS 1120 form used for?

The IRS Form 1120 is used by C corporations to report their income, gains, losses, deductions, credits, and to calculate their federal income tax liability. This form ensures that corporations pay their fair share of taxes as required by U.S. tax law.

Who needs to file the IRS 1120 form?

Any corporation operating in the United States that is designated as a C corporation must file Form 1120. This includes corporations in all industries. S Corporations, however, do not use this form and must instead file Form 1120S.

When is the IRS 1120 form due?

Generally, the IRS 1120 form must be filed by the 15th day of the 4th month following the end of the company's fiscal year. For those operating on a calendar year, the due date is April 15th. If this date falls on a weekend or holiday, the deadline is the next business day.

What are the penalties for filing Form 1120 late?

If a corporation fails to file Form 1120 by the deadline, the IRS imposes a penalty. This penalty is usually 5% of the unpaid taxes for each month the return is late, up to 25%. There may also be additional penalties for late payment of any taxes owed.

Can Form 1120 be filed electronically?

Yes, corporations can file Form 1120 electronically through the IRS e-file system. In fact, the IRS requires certain corporations to file electronically based on their assets and number of returns filed.

What information do I need to complete Form 1120?

To complete Form 1120, corporations will need:

  • Their income statements detailing revenue and expenses
  • Balance sheet information
  • Information on dividends, if applicable
  • Details on deductions for salaries, bonuses, and other expenses
  • Credits the corporation may claim

How can I obtain a copy of Form 1120?

A copy of Form 1120 can be obtained directly from the IRS website. Additionally, it is available at IRS offices and via its tax assistance hotline.

Can I amend a previously filed Form 1120?

Yes, if mistakes were made on a previously filed Form 1120, corporations can file an amended return using Form 1120X. This allows corrections to be made and can adjust tax liabilities accordingly.

How long should I keep copies of filed Form 1120?

The IRS recommends that corporations keep copies of their tax returns, including Form 1120, for at least seven years. Keeping these documents is important for future reference and legal protection.

Is there a difference between Form 1120 and Form 1120S?

Yes, there is a significant difference. Form 1120 is for C corporations, which are subject to corporate income tax. Form 1120S is used by S corporations, which pass their income, losses, deductions, and credits through to their shareholders for federal tax purposes.

Common mistakes

When businesses prepare their tax returns, specifically the IRS 1120 form, which corporations in the United States use to report their income, gains, losses, deductions, and credits, they often encounter a variety of pitfalls. These mistakes can lead to audits, penalties, or missed tax benefits. Below are five common mistakes:

  1. Incorrect or Missing Tax Identification Numbers: Every corporation must ensure their Tax Identification Number (TIN) is correctly entered on the form. An incorrect or missing TIN can lead to processing delays or the return being considered invalid.

  2. Failing to Report All Income: Corporations sometimes overlook some types of income, such as interest from a bank account or rental income. All income sources must be reported to avoid potential penalties.

  3. Improperly Classifying Expenses: Expenses must be categorized correctly. For example, capital expenses and operational expenses are treated differently and have distinct tax implications. Misclassification can affect a corporation's taxable income and liabilities.

  4. Not Claiming Deductions and Credits: Many corporations miss out on deductions and credits because they're either unaware they qualify for them or they fail to claim them properly. These can significantly lower the amount of tax owed.

  5. Incorrectly Calculating Tax Due: Calculating taxes owed can be complex, and errors here can lead to either overpayment or underpayment of taxes. Overpayments can affect a corporation's cash flow, whereas underpayments can result in penalties and interest charges.

Avoiding these mistakes requires careful review, understanding the tax laws, and sometimes seeking professional advice, especially in complex situations. This ensures compliance with IRS requirements and can help corporations avoid unnecessary costs and legal complications.

Documents used along the form

When businesses prepare their annual tax returns, particularly corporations filing the IRS Form 1120, several additional documents and forms often come into play. These not only enhance the accuracy of the tax return but also ensure compliance with the Internal Revenue Service's (IRS) requirements. A clear understanding of these documents is crucial for any business to manage its tax obligations effectively.

  • Form 1125-A: This form is crucial for businesses that must report the Cost of Goods Sold (COGS). Companies involved in manufacturing, selling goods, or purchasing inventory for resale are required to fill out this form. It helps in calculating the gross profit by deducting the cost of goods sold from the gross receipts.
  • Form 1125-E: Compensation of Officers is detailed in this form. Corporations with total receipts of $500,000 or more are required to report the compensation paid to their officers. This form ensures transparency and compliance in reporting executive compensation.
  • Form 4562: Depreciation and Amortization Report is essential for businesses that have capitalized assets and need to claim depreciation or amortization over the life of these assets. This includes office equipment, buildings, vehicles, or any other long-term assets. Form 4562 helps calculate the deduction for depreciation and amortization, which can significantly impact the taxable income.
  • Schedule D (Form 1120): This schedule is used by corporations to report gains or losses from the sale or exchange of capital assets. It's crucial for accurately reporting the financial impact of such transactions and determining the applicable taxes.
  • Schedule K (Form 1120): This schedule provides a summary of the corporation’s shareholders' share of income, deductions, credits, etc. It is particularly relevant for S corporations, where income and losses are passed through to shareholders and reported on their individual tax returns.

Understanding these forms and documents is essential for corporate tax preparation. Their proper use not only ensures compliance with the IRS but also assists in maximizing tax benefits and minimizing liabilities. Businesses are encouraged to seek guidance from tax professionals to navigate the complexities of corporate tax filings effectively.

Similar forms

  • IRS 1120S: This form is specifically for S corporations, serving a similar purpose as the IRS 1120, which is intended for C corporations. Both forms are used to report the income, gains, losses, deductions, credits, and to figure the income tax liability of the entity. The key difference lies in the taxation structure they address, with 1120S catering to entities that pass income directly to shareholders who then report the income on their personal returns.

  • IRS 1065: Used by partnerships for tax filing, IRS 1065 bears similarities to the IRS 1120 in its function of reporting income, deductions, gains, losses, etc. However, it's designed for the partnership business structure, where the income "passes through" to the partners, who then pay tax on their share of the partnership's income on their personal tax returns.

  • IRS 1041: This form is for estates and trusts to report income, losses, deductions, and credits, akin to how businesses report their financial activities through IRS 1120. While IRS 1041 caters to non-operating entities like trusts and estates, both forms facilitate the reporting of entity-specific income and the calculation of tax liabilities.

  • IRS 990: The IRS 990 form is utilized by non-profit and tax-exempt organizations to provide the IRS with financial information. Similar to the IRS 1120, it requires detailed reporting of income, expenses, and net assets to determine compliance with tax-exempt status, albeit for a different type of entity.

  • IRS 940: This form is used by employers to report their annual Federal Unemployment Tax Act (FUTA) tax. The similarity with IRS 1120 lies in its purpose of calculating and reporting a specific type of tax liability to the IRS. However, IRS 940 focuses exclusively on unemployment tax based on employee wages, whereas IRS 1120 deals with income tax based on corporate profits.

  • IRS 941: Employers use this form to report income taxes, social security tax, or Medicare tax withheld from employee's paychecks, and to pay the employer's portion of social security or Medicare tax. Like the IRS 1120, IRS 941 involves reporting and paying taxes to the IRS, though it focuses on payroll taxes rather than corporate income taxes.

Dos and Don'ts

Filling out the IRS 1120 form, the U.S. Corporation Income Tax Return, is an essential step for corporations to comply with U.S. tax laws. Ensuring accuracy and completeness when filling out this form is crucial to avoid any issues with the IRS. Here are six things you should and shouldn't do:

Do:
  1. Review all instructions carefully. Before you start filling out the form, make sure to thoroughly review the IRS's instructions to understand each section and what is required.
  2. Gather all necessary information beforehand. This includes your corporation’s income, deductions, and credits for the tax year. Having all relevant details at hand will make the process smoother and help prevent errors.
  3. Double-check your calculations. Errors in calculations can lead to incorrect tax obligations being reported. It's crucial to double-check every calculation to ensure accuracy.
  4. Sign and date the form. An unsigned form is considered invalid. Make sure an authorized officer of the corporation signs and dates the form.
  5. File by the due date. Submitting your form on time is important to avoid penalties. Be aware of the deadline, which is typically April 15th for corporations on a calendar year, and plan accordingly.
  6. Keep a copy for your records. After filing, keep a copy of the form and all supporting documents for your records. This is important for future reference and in case of any queries from the IRS.
Don't:
  • Overlook the details. Every section and question on the form is important. Avoid rushing through and potentially missing crucial information that could affect your tax obligations.
  • Ignore IRS notices. If the IRS reaches out with questions or requests for additional information, responding promptly is important. Ignoring notices can result in penalties and further complications.
  • Guess on figures or information. Each entry on your form should be backed by documentation or accurate records. Guessing can lead to errors and potential legal issues.
  • Rely on outdated information. Tax laws and forms can change from year to year. Always use the most current form and guidelines provided by the IRS.
  • Use pencil. Fill out the form in ink or electronically to ensure that all information is permanent and legible. Pencil can smudge or be erased, which could lead to data being lost or altered.
  • Forget to attach schedules and additional forms. If your corporation is required to submit schedules or additional forms along with the 1120, forgetting to attach these can result in an incomplete return and delay processing.

Misconceptions

Understanding the IRS Form 1120 and dispelling common misconceptions about it is crucial for businesses. Here are eight widespread misunderstandings that need to be addressed:

  • Only large corporations need to file it: Small and medium-sized corporations, including C corporations, are also required to file Form 1120, not only large corporations. It’s about the structure, not the size.

  • You can file it whenever you want: The IRS has strict deadlines for filing Form 1120. Typically, it must be filed by the 15th day of the fourth month following the end of the company's fiscal year. Extensions are available but must be requested.

  • Paper filing is the only option: While paper filing is available, the IRS also allows electronic filing, which can be quicker and more secure.

  • Profit is necessary to file: Even if a corporation didn’t make a profit, it still has to file Form 1120. Filing is about reporting income, deductions, gains, losses, and taxes, not just profit.

  • It’s only for reporting revenue: Form 1120 is used not just to report revenue but also to report deductions, credits, and other important tax information. It provides a comprehensive picture of a corporation’s financial and tax status.

  • Amendments are not allowed: If errors are discovered after submission, corporations can file an amended return using Form 1120X. This process allows businesses to correct mistakes.

  • All corporations pay the same tax rate: The federal tax rate can vary depending on factors such as taxable income. It’s important to understand how these rates apply to your specific situation.

  • IRS Form 1120 is just for federal taxes: While it is used to report federal income taxes, the information from Form 1120 can also be relevant for state tax filings. Many states require information from the federal return for their tax assessments.

By clearing up these misconceptions, corporations can better understand their obligations and ensure they comply with tax laws effectively.

Key takeaways

The IRS Form 1120 is a crucial document for corporations in the U.S., serving as the primary method to report their income, gains, losses, deductions, and credits, thereby determining their federal income tax liability. Understanding the nuances of filling out and using Form 1120 is essential for ensuring compliance with U.S. tax law and potentially maximizing the financial performance of a corporation. Here are key takeaways that stakeholders should keep in mind:

  • Determine Eligibility: Not all businesses need to file Form 1120. It is specifically designed for C corporations or businesses taxed as corporations. S Corporations, LLCs, and partnerships have different forms to file for tax purposes.
  • Know the Deadline: Typically, Form 1120 must be filed by the 15th day of the 4th month following the end of the corporation's fiscal year. For corporations operating on a calendar year, this means April 15th. Extensions are available, but they must be filed before the original due date expires.
  • Gather Required Information: Preparation is key. Corporations will need their income statement, balance sheet, and other financial documents, such as records of dividends and interest income, business expenses, and tax credits/deductions.
  • Understand Tax Rates: The Tax Cuts and Jobs Act of 2017 established a flat corporate tax rate of 21%. However, corporations should also be aware of potential state tax liabilities, which vary.
  • Navigate Deductions and Credits Carefully: Form 1120 allows corporations to claim various deductions and credits. Understanding what is allowable can significantly impact the amount of tax owed.
  • Report Accurately: Full and accurate reporting of income, deductions, losses, and credits is essential to avoid penalties or audits. Discrepancies can trigger IRS scrutiny.
  • Consider Electronic Filing: The IRS encourages electronic filing for its convenience, speed, and security. In some cases, electronic filing might be mandatory.
  • Sign and Verify: A corporate officer authorized to sign must sign the form. An incomplete or unsigned Form 1120 is considered not filed, subjecting the corporation to potential penalties.
  • Seek Professional Advice: Given the complexity of tax laws and the potential for significant financial implications, consulting with a tax professional or accountant specifically experienced in corporate taxation is often a sound investment.

Strategically approaching the completion and filing of Form 1120 can help corporations navigate tax season more efficiently and effectively, reducing the likelihood of errors and maximizing potential financial benefits.

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