How to Fill out IRS Form 2553: Easy-to-Follow Instructions

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  • Опубліковано 17 лис 2024

КОМЕНТАРІ • 198

  • @josephdiaz1705
    @josephdiaz1705 3 роки тому +22

    thank you for the video , I am posting this to give some clarification on section E AND F as I had to go to other sources for clearer explanations and it may help someone here :
    Brief research on filing dates :
    “What’s the deadline for filing Form 2553?
    The deadline to elect S-Corporation tax treatment depends on whether your business is newly incorporated or is in its second (or later) tax year.
    For a New Business
    A corporation or LLC must file an S-Corp election within two months and 15 days (~75 days total) of the date of formation for the election to take effect in the first tax year.
    Example: Your articles of formation was filed on August 21st. Two months later is counted to the numerically corresponding day of October 21st. Add 15 days to get November 5th. Your S-Corp election must be filed by November 5th to take effect in your first tax year."
    disclaimer : I am not an expert , do your own homework as well

    • @taden2007
      @taden2007 3 роки тому +1

      thank u for this, i was somewhat confused. So new business u have 75 days to file for s-corp... if it was a pre-existing llc.. u have to file within 75 days of new tax year.

    • @fortifiedgaze8688
      @fortifiedgaze8688 2 роки тому

      This definitely helped me. Tysm!

    • @olivernavarro9748
      @olivernavarro9748 2 роки тому

      So if I formed my LLC in May of last year, what would be my excuse? To forming the s corp. My business never actually earned income. The LLC is active tho. Any input? Thank you

  • @TheTLSMD23
    @TheTLSMD23 4 роки тому +24

    This was amazing. Thank you for your clear and concise information. This takes a weight off of us busy folk who are still working full time and trying to start a business at the same time!!!

  • @Aboriginal_Alien
    @Aboriginal_Alien 4 роки тому +3

    Thanks for this great video.
    I’ve watched a lot of youtube videos on filling out this form and your is the best!
    But there is one detail no one seems to address and that is in the first line, under “Name”. Most people filling out this form may have a home business where their personal address is the same as the business address. If this is the case the instruction ask you to do something different. The instruction sheet says the following;
    “Name and Address
    Enter the corporation's true name as stated in the corporate charter or other legal document creating it. If the corporation's mailing address is the same as someone else's, such as a shareholder's, enter "C/O" and this person's name following the name of the corporation. Include the suite, room, or other unit number after the street address. If the Post Office doesn’t deliver to the street address and the corporation has a P.O. box, show the box number instead of the street address. If the corporation changed its name or address after applying for its employer identification number, be sure to check the box in item D of Part I.”
    I interpret this to mean that on the line labeled “Name” you should have put ABC Bakery LLC C/O Personal Name if the member lives at the same address as his/her business.
    Do you agree or am I missing something?
    Thanks :)

  • @candid.303
    @candid.303 2 роки тому +17

    I’m appalled at how much my accountant tried to charge me for this.

  • @noskillnochill
    @noskillnochill Рік тому +4

    These videos have helped me so much, thank you for empowering self-employed and small businesses!

  • @toddlukasiewicz8039
    @toddlukasiewicz8039 21 день тому

    This is amazing. Thank you so much for making this video. Double thumbs up from a future business owner.

  • @OiVinn-eq1ml
    @OiVinn-eq1ml 2 роки тому

    This was very helpful! I was stuck starring at the screen rereading the form trying to figure it out.
    Thank you!

  • @scottluebke5012
    @scottluebke5012 11 місяців тому

    You are a legend. Just got my incorporation paperwork and it said I need to do this.

  • @jonplay3602
    @jonplay3602 2 роки тому

    Thank you. Exactly how these video should be no intro music playing or sad attempt at being funny or entertaining. Just the information that I clicked on the video for. Lots of UA-camrs could learn from you

  • @obinnaorji114
    @obinnaorji114 2 роки тому +1

    thank you...it seems intuitive that people should make clear and concise videos, but that is not always the case. thanks again.

  • @christyleadersrealty8327
    @christyleadersrealty8327 11 місяців тому

    This is the best instruction out here on UA-cam

  • @jorgecass8074
    @jorgecass8074 5 років тому +8

    Thank you so much you helped me fill mine out for my company! Thank you I’m just starting a One person LLC

    • @FunderaLedger
      @FunderaLedger  5 років тому

      Your welcome! Good luck with your business :)

  • @carlohrndz3948
    @carlohrndz3948 Рік тому

    Thank you so much, you just saved me $395 that my accountant wanted to greedy charged me for this simple form.
    Wishing you all the best for this holidays!

  • @habitathairsalon2099
    @habitathairsalon2099 2 роки тому

    Very Helpful, watched through twice to make sure I got it right. Thanks so so much!

  • @sugarkanesugaringspallcsug9879
    @sugarkanesugaringspallcsug9879 2 роки тому

    Thanks for this video. It was a prayer answered. I've been trying to get my S-Corp since 2021 but they kept sending me the forms back without a true understanding so this video broke it down for me and sent the forms off today and THEY WERE CORRECT! Thanks!

    • @GetHelpTax
      @GetHelpTax 2 роки тому

      Good luck with the business!

  • @lizlaverde2658
    @lizlaverde2658 4 роки тому +1

    Thank you very much. God bless you. It was easy. This is the first time with my own businesses. I still get confused which one is the difference with LLC?

  • @rafaelparedes1937
    @rafaelparedes1937 2 роки тому

    Thank you for making this video!
    still relevant to 2022

  • @LP-pj6rz
    @LP-pj6rz 3 роки тому +2

    Very clear and easy to follow. Thank you for the video!

  • @killerswitch29
    @killerswitch29 4 роки тому +14

    Thank you so much for such a well and detailed explanation, thanks to you I had no problems filling out my form, you are awesome! :)

    • @FunderaLedger
      @FunderaLedger  4 роки тому +1

      Glad we could be of service :)

    • @marketbuy
      @marketbuy 4 роки тому +1

      Thank you! You have a beautiful voice. Please keep it up! 😁

  • @Gadonekoko
    @Gadonekoko Рік тому

    Amazing explanation and clearly state everything. Thanks

  • @JohnSmith-wu6yx
    @JohnSmith-wu6yx 4 роки тому +7

    Hey thank you so much for your amazing video. Love it. Question: My business was formed in June of 2020 and we go by a calendar year, so what date would I put as the effective date for section "E" ? I'm confused about that.

    • @accountisdisabled
      @accountisdisabled 4 роки тому

      Same.

    • @brittney9019
      @brittney9019 4 роки тому +5

      You’d put June x, 2020 (x would be the exact date you started).

    • @josephdiaz1705
      @josephdiaz1705 3 роки тому +2

      @@brittney9019 thank you for taking the time to reply to this - it was very helpful

  • @drkatrinapt
    @drkatrinapt Рік тому

    THANK YOU FOR THIS VIDEO! This is so helpful! The instructions on the IRS website are so hard to understand. This was very easy to digest and I'm so glad you have this video!!

    • @GetHelpTax
      @GetHelpTax Рік тому

      That's true. The IRS instructions aren't always that easy to follow. Good luck with your business.

  • @nancysousa7920
    @nancysousa7920 2 роки тому

    This was helpful if I wanted to go to an S-corp I need to know if I change to from an S corp to a C corp?

  • @ddkfavorites
    @ddkfavorites 3 роки тому +2

    Thank you for this helpful and to-the-point explanation!

  • @nchanda7352
    @nchanda7352 2 роки тому +1

    if the business is incorporated on Jan, 5, 2018 (mine is May 4, 2022), and if they want to s corp election for 2018, what should be specified as the date in section E?

  • @chelceysmith7663
    @chelceysmith7663 2 роки тому

    So helpful! I am not sure on line G if it's just myself as a shareholder do I check the box?

  • @vintagegarden93
    @vintagegarden93 Рік тому

    What is the additional paperwork that we may have to file from the state? “You mentioned at the end”

  • @Brian_Chui
    @Brian_Chui Рік тому

    Hi! If I only have myself as a member, do I need to fill out "K" to say I am the only persons that owns 100%? Or I should just leave it blank and consider it to be understood? Thank you for such a clear video!!

  • @cimberlydavis8792
    @cimberlydavis8792 Рік тому

    Thank you for this well put together video. What happens if you are filling this after the March date that you mentioned? Is there a penalty? Do you not recommend that? Should I wait to have it take affect for 2024 instead of trying to have it take effect as of 1/1/23?

  • @oliviatooley7211
    @oliviatooley7211 Рік тому

    Thank you. This was helpful, clear instruction.

  • @amymallett4708
    @amymallett4708 4 роки тому +1

    This was SO helpful! I was so lost! Thank you so very much!!

  • @PhuongPham-uh9kp
    @PhuongPham-uh9kp Рік тому

    Thank you so so much for this helpful, clear and detailed information!

  • @rizzoj9399
    @rizzoj9399 3 роки тому

    The steps to change from an LLC to s-corp is to fill out this form. After I fill out the form, I would send it to the correct IRS (mines in UT since I live in AZ)? Then they'll send a letter confirming or denying? That's a simple process. Most CPA's are charing 200+ for this

  • @chancyburton9227
    @chancyburton9227 3 роки тому +1

    Amazing! Thank you so much! This video answered all of my questions!

  • @malbarda
    @malbarda 3 роки тому

    Very much appreciate the clarity and step-by-step!

  • @peterkubilus5972
    @peterkubilus5972 2 роки тому

    Thank you for clarifying up part 2!

  • @rpatel8978
    @rpatel8978 Рік тому

    Hi,
    Good informational video. I have already formed a corporation so came across your video to file for s corp election. This is the confusion I have. In the state of NY, corporations are required to have a registered agent so when I am filling out form 2553 do I fill in the registered agent's address in the address block or do i fill in my (the incorporator) address on this form?
    Thanks for your assistance.

  • @adextaxfinancialservices4510
    @adextaxfinancialservices4510 2 роки тому

    Very Insightful!

  • @ochicoloto3524
    @ochicoloto3524 2 роки тому

    Very very informative. Who has to sign page 1? Instructions say president, treasurer, vice president etc. Do they mean president of your company? What if it is a one man LLC?

    • @GetHelpTax
      @GetHelpTax 2 роки тому

      A one-man LLC that elects to be treated as a S-corp is a sole shareholder corporation.

  • @percyastronautstatus.8780
    @percyastronautstatus.8780 2 роки тому

    Pleasant voice ... beautiful

  • @kebychattha405
    @kebychattha405 4 роки тому +1

    Thanks a lot for this video service

  • @alejandrogarcia7465
    @alejandrogarcia7465 Рік тому

    Thank you for the explanation! Very clear and detailed.

  • @sesiyi
    @sesiyi 3 роки тому +1

    It was a very detailed and well explained video. Thank you!

  • @n.beasley8491
    @n.beasley8491 3 роки тому

    Awesome video! Easy to follow and your delivery was awesome. Thanks for sharing.

  • @121Kathmandu
    @121Kathmandu 4 роки тому +1

    Simple explanation, was great help. thank you.

  • @steveberneker9721
    @steveberneker9721 2 роки тому

    On part 2 and part 3... You did not instruct us to fill out the the business name and EIN at the top of those pages, but you did on part 1. Even though we may not be using part 2 or 3, do we place our business name and EIN at the tops of those parts??? Just asking because you know the IRS gets picking with HOW their forms are filled out! PLEASE AND THANK YOU!

    • @GetHelpTax
      @GetHelpTax 2 роки тому

      It's a good idea to put the business name and EIN on each page.

  • @AndreaJean
    @AndreaJean 3 роки тому +3

    Thank you soooo much!

  • @Franckystudios
    @Franckystudios 4 роки тому

    Thanks. I really appreciate the step by step guide and explanation on each sections.

    • @FunderaLedger
      @FunderaLedger  4 роки тому

      Your welcome :) Stay tuned for more videos

  • @marufrasulov2077
    @marufrasulov2077 2 роки тому

    Thank you so much for the detailed explanations. It was so helpful. Could you please teach us how to fill out the 1120 S form for beginner S corp company owners, like me? Also, could you please tell me when should I fill it out and send it to the IRS after I opened my s corp? Thank you very much in advance!

    • @Essays4College
      @Essays4College 2 роки тому

      Tax returns are complicated especially for businesses. Why don’t you hire an accountant to do it for you?

  • @Tkmexpressllc
    @Tkmexpressllc 4 роки тому +1

    Great explanation!!

  • @binitpatel
    @binitpatel 3 роки тому

    What should go in E date if you are in process of buying the business (may be in a month or so might be the start date of business) Basically we do not have the start date/month. What date should go in E and what would be for F(1) / F(2)?

  • @imblessedllc
    @imblessedllc Рік тому

    Thank you for the good content

  • @gatorfan98
    @gatorfan98 2 роки тому

    Very helpful! I was stumped by Part II, but you made it very easy to understand. Thank you!

  • @EthnosSynergyEnergy
    @EthnosSynergyEnergy Рік тому

    This is excellent!

  • @nj2024ac
    @nj2024ac 2 роки тому

    This was very helpful. Thank you.

  • @RB-mp2gs
    @RB-mp2gs 4 роки тому

    Extremely detail tutorial - Nice job and Thank you!

  • @hyegw
    @hyegw 5 років тому +1

    So very helpful. Thanks for taking time to do this.

    • @FunderaLedger
      @FunderaLedger  5 років тому +1

      Of course! Glad we could be of assistance :)

  • @catherineoyster9060
    @catherineoyster9060 2 роки тому

    EXTREMELY helpful!! Thank you so much for saving me hours trying to research every single line and figure it out.

    • @GetHelpTax
      @GetHelpTax 2 роки тому

      S-Corp tax rules can be complex and the tax returns tricky. Good luck with your business!

  • @candicebien6690
    @candicebien6690 3 роки тому

    Hi can you guys any direction on how to actually file? How do I fax it, what should the cover letter say? I filled out the form which watching this video, thank you!

  • @demetriahayes5249
    @demetriahayes5249 3 роки тому

    THANK YOU! The information was helpful.

  • @dimitarbachev
    @dimitarbachev 3 роки тому +1

    Thank you for the video, was amazing. 🤗

  • @vs193928
    @vs193928 Рік тому

    nice video.. quick Q? Can i fill this form in December 2022 for the tax year 2023? In other words, do I need to fill the form only between Jan-1 - March 15 for the tax year or can it be filled previous year also?

    • @GetHelpTax
      @GetHelpTax Рік тому

      It can cover previous year.

  • @dross0123
    @dross0123 Рік тому

    In regards to filing in a community property state, does the other spouse still have to sign as a consenting spouse in Part 1 Section J-N even if only one spouse is listed as the sole member of the SMLLC?

  • @sunsetstringsmusic
    @sunsetstringsmusic 2 роки тому

    Thanks for the video, this was very helpful!

    • @GetHelpTax
      @GetHelpTax 2 роки тому

      Good luck with your business!

  • @kellyjohill5159
    @kellyjohill5159 5 років тому

    Hello Priyanka. Wonderful video! Thank you for the step-by-step advice.

    • @FunderaLedger
      @FunderaLedger  5 років тому

      Of course! We appreciate your kind words :)

  • @crunkflawdachick
    @crunkflawdachick 2 роки тому

    This was great! So easy to follow!

  • @klehmbrandon
    @klehmbrandon Рік тому

    great video thanks so much!

  • @keenan7192
    @keenan7192 2 роки тому

    If we are filing the form in February, do we still file taxes as if we are not yet an S-Corp? Would we still do 1120 for a C-Corp, then once approved in a couple months file again using an 1120 S?

  • @krest2012
    @krest2012 3 роки тому

    how do you add it to your tax while doing it ? the LLC

  • @eduardoamezcuaea7919
    @eduardoamezcuaea7919 3 роки тому

    Great video, thanks for sharing your knowledge

  • @1907Syndicate
    @1907Syndicate 4 роки тому

    Thank you so much, do you have videos regarding the two additional forms you mentioned toward the end of the video?

  • @ShiviceBrown
    @ShiviceBrown Рік тому

    Can you as the Ceo be its own shareholder ? and still get approved to be S corporation?

  • @isaacbulbulia1892
    @isaacbulbulia1892 3 роки тому

    Thank you so much you made it so simple

  • @rondonofrio9811
    @rondonofrio9811 3 роки тому

    Thank you - great info - 1 question: Part 1 - section M - you stated to put down shareholders SS# why not the tax id # EIN (say the company incorporated with only 1 person and 1 share - at $1.00 value still SS# or is it ok for EIN - Thanks!

  • @danjones8019
    @danjones8019 3 роки тому

    Do I file the same form if I need to change from a Partnership to an LLC

  • @orlandowilliams5309
    @orlandowilliams5309 3 роки тому

    I have a question...... I'm changing my principle address, should I put the new address or the old one and let them know that my address has change?

  • @tyaiellis1113
    @tyaiellis1113 3 роки тому +1

    This was extremely helpful and easy to follow, thank you so much!

  • @mandkhaiulzii985
    @mandkhaiulzii985 4 роки тому

    Thank you so much! Very good explanation!

  • @dhirenxavier41
    @dhirenxavier41 4 роки тому +1

    Thank you for this helpful video. I formed an LLC on 02/01/2020. After doing some research, I decided to make an S-Corp election using form 2553 for the 2020 tax year. Per my understanding, I have 2 months and 15 days from the date of LLC formation (02/01/2020) to file form 2553. Is this correct? The reason for my doubt is because another way to interpret the deadline is 2 months and 15 days from January 1. Which interpretation is correct?

    • @brittney9019
      @brittney9019 4 роки тому +1

      Yes, thats correct. 2 months 15 days from when you began the LLC.

  • @jamesprice4074
    @jamesprice4074 5 років тому +1

    Very Helpful
    Question: If I named my company "ABC LLC" for the State and applied for a EIN number as just "ABC" will this cause any issues or do they both have to match? If they do have to match, can check the box in step D and enter the name "ABC LLC" on the 2553 form to correct this?
    Thank you

    • @FunderaLedger
      @FunderaLedger  5 років тому +1

      Hi James, thanks for your question. That box in Step D of Form 2553 is typically for businesses that have undergone an official name change since filing for an EIN, which doesn't seem to apply in your case. What seems to have happened here is a naming error when filling out your EIN application. In this case, the best course of action is generally to contact the IRS to correct the mistake. For more information, contact a tax or business attorney, and click the link here under "What if I need to make changes to the information I submitted?": sa.www4.irs.gov/modiein/individual/help/help-toc.jsp

    • @jamesprice4074
      @jamesprice4074 5 років тому

      @@FunderaLedger I appreciate your assistance. Thanks, James

  • @KathleenJasperEdD
    @KathleenJasperEdD 3 роки тому

    So helpful. Thank you so much.

  • @iamkor81
    @iamkor81 3 роки тому

    Thank you so much for this video. 1 question, we got out EIN in 08/2020, what date will I put on line E of the form 2553? Again, thank you very much for the video.

  • @advantagelearningacademy3802
    @advantagelearningacademy3802 4 роки тому

    So helpful and easy to understand!

  • @AYoung-kp4my
    @AYoung-kp4my 2 роки тому

    Hi. Is the address of the business the physical location of the business or the address that you receive mail like a home? Thanks. Great video!

  • @lelandg9965
    @lelandg9965 Рік тому

    Question, if Chris Corporation leaves the company and agree to sell the 40% to Betty, does Betty business need to file a new form 2553 for 100% ownership?

  • @yt03240
    @yt03240 3 роки тому

    This video was super helpful! Thank you so much!

  • @polarbearjar1812
    @polarbearjar1812 Рік тому

    Hey if I got my LLC in Iowa but live alabama do I see put Iowa in section c

  • @BrendanOHara617
    @BrendanOHara617 3 роки тому

    So helpful, thank you!!!! Great video!

  • @morphfitness3172
    @morphfitness3172 3 роки тому

    Thank you that was very helpful

  • @mayraramirez6834
    @mayraramirez6834 3 роки тому

    If the document is going to be back dated. Do I sign and date the current date? The form is late.

  • @itsyourworldtoday
    @itsyourworldtoday 3 роки тому

    Thanks so much paperwork

  • @juliovillalta1126
    @juliovillalta1126 4 роки тому

    Thank you for your video, it was very useful, I just have a question. If I don't have shareholders, should I have to wright my name on the space designated for shareholders information?

    • @TradesbyNao
      @TradesbyNao 3 роки тому

      I also have this same question. I do not have shareholders.

  • @ElisaVietri
    @ElisaVietri 3 роки тому

    Thank you so much! Much appreciated!

  • @Loantt83
    @Loantt83 4 роки тому

    Thank you so much for the detailed explanation ! I appreciate it so much !

  • @christinasheets8140
    @christinasheets8140 3 роки тому

    So helpful! Thanks

  • @sladanstamenkovic9134
    @sladanstamenkovic9134 2 роки тому

    You are amazing!!!! Indeed!!!!

  • @based_yeoman9138
    @based_yeoman9138 4 роки тому +1

    Just blew by part E, unfortunately. :(

  • @Rodriguezadam360
    @Rodriguezadam360 Рік тому

    can I have myself and my wife as a shareholder if i registered the llc as a sole mbr?

  • @panafricanapresentsafrisco7026
    @panafricanapresentsafrisco7026 2 роки тому

    Can I still file late for tax year 2021?

  • @aaronhilljr-realtor8241
    @aaronhilljr-realtor8241 4 роки тому

    Awesome info! Thank you very much!