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Posted

Is it possible to classify partners who retire early as terminated so that they may receive a distribution under their plan if they are receiving s-corp distributions but no w-2 wages?

Posted

That was my initial reaction. I did read on the IRS website that if a shareholder has the right to receive property then the s-corp must determine and report an appropriate and reasonable salary. If they are receiving a salary, they aren't terminated.

Can a retired s-corp employee/shareholder continue to be a shareholder? I don't see a prohibition on that issue but if there is a requirement that a distribution correspond to wages, it makes me think that there is an issue.

Posted

I thnk the crux of it is whether or not the person is performing services to the company.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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