Question about the corporate dividend exclusion rule

Does the corporate dividend exclusion rule only apply to C Corps & S Corps or do they also apply to an LLC, general partnership, limited partnership, or sole proprietorship?

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Hi @Panicky_scarlet_stor - great question. The corporate dividend exclusion rule only applies to C-corps, not S-corps or any other business form. I’ve updated our material with a footnote on this, although I wouldn’t expect the test to cover this level of detail on the rule.

Cheers!

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