20200506161145federal_taxation_problems.docx

Problem 1

Entity was formed several years ago. At the beginning of this year, Chris acquired a 35% interest in the Entity by transferring property worth $65,000 in which she had basis of $50,000. At the beginning of this year, the Entity had recourse debt of $200,000. This year, Chris loaned $20,000 (bona fide debt) to the Entity. The entity's results for the year are as follows:

cdot \bullet
Loss from operations ($520,000)

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LTCG 40,000

cdot \bullet
Municipal bond interest income 32,000

cdot \bullet
Charitable contributions 4,000

cdot \bullet
Interest expense related to muni bond 8,000

In addition, during the year, Chris received a distribution of $48,000. If the entity is a C corporation, the distribution is a dividend.

At the end of the year, the Entity's balance sheet shows a recourse debt balance of $100,000. The Chris Loan balance remains unchanged.

Required:

1. Assume Entity is a General Partnership - Compute Chris's outside basis.

2. Assume Entity is an S corporation - Compute Chris's outside basis.

3. Assume Entity is a C corporation - Compute Chris's outside basis.

Problem 2

A Us entity that begin business last year shows the following information in its current year financial statement records:

Net Income per Books: 600,000

Included in Net Income per Books are the following items:

Federal Income Tax Expense 150,000

Property Taxes 30,000

Dividends Received from a 17% Owned Corporation 200,000

Net 1231 Loss 45,000

Short-Term Capital Gain 55,000

Long- Term capital Gain 75,000

Short term capital loss 25,000

Charitable Contributions 60,000

Last year, the entity generated a tax loss of 30,000

Required (a and b):

a) Assume that the corporation is a C corporation. Provide a schedule showing the corporation's taxable income for the year.

b) Assume that the corporation is an S corporation. Compute the corporation's non-separately stated ( ordinary income) and separately stated items.