IRSProposed Rule

Previously Taxed Earnings and Profits and Related Basis Adjustments: Hearing

Finance & Banking

Summary

The IRS is proposing new rules about how companies handle earnings that have already been taxed once, and how this affects the tax basis (value used to calculate taxes) when those earnings are distributed or transferred. This mainly affects corporations and their shareholders, determining how much tax they owe when receiving dividends or selling stock.

Key Points

  • 1The rule clarifies how to track earnings that companies have already paid taxes on, so shareholders aren't taxed twice on the same money
  • 2It adjusts the 'basis' (the value used to calculate capital gains taxes) when previously taxed earnings are passed to shareholders or moved between entities
  • 3The proposal is meant to prevent tax avoidance strategies while ensuring fair treatment under the tax code
  • 4The IRS is accepting public comments until September 23, 2025, before making the rule final
  • 5This primarily affects corporations, business owners, and investors who receive distributions from companies

Key Dates

Published

September 8, 2025

Comment Deadline

September 23, 2025

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This summary is for informational purposes only. It may not capture all nuances of the regulation. Always refer to the official text for authoritative information.

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