Episode

Enrolled Agent Exam [Part 2] 23, C Corp Distributions — Dividends, ROC, Capital Gain

Podcast
Finance Exam Prep
Published
May 20, 2026
Duration seconds
260
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Canonical source
https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/63d59cf2-f43a-4cf5-9e2a-68450a79dfad.mp3
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/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-2-23-c-corp-distributions-dividends-roc-capital-gain
Markdown
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Summary

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The three-tier system for C Corp distributions: Dividend, Return of Capital, and Capital Gain. - The critical ordering rule for applying current and accumulated Earnings & Profits (E&P). - How to handle distributions when current E&P is positive but accumulated E&P is negative. - The correct tax treatment when current E&P is negative, requiring proration against positive accumulated E&P. - The "D-R-C" mnemonic to remember the distribution characterization sequence for the exam. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep