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ACCT426.docx

Question 91

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Which of the following is deductible for AGI?

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.

a.

a.        Unreimbursed travel expenses incurred as an employee.

b.

b.        Unreimbursed entertainment expenses incurred as an employee.

 

c.

 

c.        Medical expenses.

 

d.

 

d.        Charitable contributions.

e.

 

e.        None of the above.

.

Question 92

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           Which of the following is a deduction from AGI (itemized deduction)?

.

.

.

a.

a.        Roof repairs to a rental home.

 

b.

 

b.        Business casualty loss.

c.

 

c.        Alimony payment.

 

d.

 

d.        Contribution to an IRA.

 

e.

 

e.        None of the above.

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Question 93

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Which of the following statements is correct in connection with the investigation of a business?

.

.

a.

a.        Regardless of whether the taxpayer is already engaged in the trade or business, the expenses must be capitalized and amortized.

b.

 

b.        If the taxpayer is not already engaged in the trade or business, the expenses incurred are deductible if the project is abandoned.

c.

 

c.        If the business is acquired, the expenses may be deducted immediately by a taxpayer engaged in a similar trade or business.

d.

 

d.        That business must be related to the taxpayer's present business for any expense ever to be deductible.

e.

 

e.        None of the above

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Question 94

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C Jed spends 32 hours a week, 50 weeks a year, operating a videotape rental store that he owns. He also owns a music store in another city that is operated by a full-time employee. He elects not to group them together as a single activity under the "appropriate economic unit" standard. Jed spends 40 hours per year working at the music store. Which of the following statements is correct?

.

.

a.

a.        Only the videotape rental store is a passive activity.

b.

 

b.        Neither store is a passive activity.

c.

 

c.        Only the music store is a passive activity.

d.

 

d.        Both stores are passive activities.

e.

 

e.        None of the above

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1 points   

Question 95

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C Jenny spends 32 hours a week, 50 weeks a year, operating a videotape rental store that she owns. She also owns a music store in another city that is operated by an employee. Jenny spends 140 hours per year working at the music store. She elects not to group them together as a single activity under the "appropriate economic unit" standard. Which of the following statements is correct?

.

.

a.

a.        Only the music store is a passive activity.

b.

 

b.        Only the videotape rental store is a passive activity.

c.

 

c.        Neither store is a passive activity.

d.

 

d.        Both stores are passive activities.

 

e.

 

e.        None of the above (not enough information given to decide).

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1 points   

Question 96

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Stan, a professor, earned a salary of $120,000 from State University in the current year. He received $25,000 in dividends and interest during the year. In addition, he incurred a loss of $40,000 from an investment in a passive activity. What is Stan's adjusted gross income for the current year?

.

.

.

a.

a.        $110,000.

 

b.

 

b.        $145,000.

 

c.

 

c.        $105,000.

 

d.

 

d.        None of the above.

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1 points   

Question 97

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        C   Nick, an attorney, owns a separate business (not real estate) in which he participates in the current year. He has one employee who works part-time in the business. Which of the following statements is correct?

.

.

a.

a.        If Nick participates for 95 hours and the employee participates for 5 hours during the year, Nick probably does not qualify as a material participant.

b.

 

b.        If Nick participates for 500 hours and the employee participates for 520 hours during the year, Nick qualifies as a material participant.

c.

 

c.        If Nick participates for 600 hours and the employee participates for 1,000 hours during the year, Nick qualifies as a material participant.

 

d.

 

d.        If Nick participates for 120 hours and the employee participates for 120 hours during the year, Nick does not qualify as a material participant.

e.

 

e.        None of the above.

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1 points   

Question 98

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Two years ago, Sharon loaned her friend Bill $10,000. In the current year, Bill paid Sharon $1,000 in final settlement of the debt. Sharon has $50,000 of salary and $6,000 of capital gains for the current year. What amount of the loss may she use for the current year?

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.

.

a.

a.        $9,000.

 

b.

 

b.        $0.

 

c.

 

c.        $10,000.

 

d.

 

d.        $3,000.

 

e.

 

e.        $7,000.

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1 points   

Question 99

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Regarding bad debts, which of the following statements is false?

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.

a.

a.        The specific charge-off method is allowed for nonbusiness bad debts.

b.

 

b.        A partial loss deduction is not available for nonbusiness bad debts.

c.

 

c.        Nonbusiness bad debts are treated as short-term capital losses.

d.

 

d.        The reserve method is generally not permitted for business bad debts.

e.

 

e.        All of the above statements are false.

.

1 points   

Question 100

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Wagih (not in the loan business) loaned Tom $5,000 two years ago. During the current year, Tom was declared bankrupt. How should Wagih account for the loan on the current year's tax return?

.

.

.

a.

a.        Long-term capital loss.

b.

 

b.        Short-term capital loss.

c.

 

c.        Deduction from adjusted gross income.

d.

 

d.        Ordinary loss.

 

e.

 

e.        None of the above.

.

1 points   

Question 101

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During the year Joe earned a salary of $18,000 and experienced casualty losses that resulted in the following items:

.

 

.

Personal use casualty gain                                    $500

.

Personal use casualty loss (after $100 floor)    ($2,000)

.

 

.

Determine the amount of Joe's itemized deduction from the casualty loss.

.

.

.

a.

a.        $1,500.

 

b.

 

b.        $2,000.

c.

 

c.        $400.

d.

 

d.        $0.

 

e.

 

e.        None of the above.

.

1 points   

Question 102

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On August 5, last year, Joan, a single individual, calendar-year taxpayer, purchased stock in Green Corporation (the stock is small business stock) for $70,000. On May 1, this year, the stock became worthless. How should Joan treat the loss?

.

.

.

a.

a.        $70,000 ordinary loss.

b.

 

b.        $50,000 ordinary loss and $20,000 short-term capital loss.

c.

 

c.        $70,000 short-term capital loss.

d.

d.        $70,000 long-term capital loss.

 

e.

 

e.        None of the above.

.

1 points   

Question 103

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On June 1, three years ago, Richert purchased stock in Silver Corporation (the stock is small business stock) for $100,000. In November, this year, he sold the stock for $30,000. How should Richert treat the loss on a joint return?

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.

.

a.

a.        $100,000 ordinary loss, $30,000 long-term capital gain

b.

 

b.        $50,000 ordinary loss, $20,000 long-term capital loss

c.

 

c.        $70,000 long-term capital loss

d.

 

d.        $70,000 ordinary loss

 

e.

 

e.        None of the above.

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1 points   

Question 104

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104-107. The following is a hobby:

.

 

.

Income                                                               $18,000

.

Interest and property taxes allocable to hobby            $  8,000

.

Depreciation                                                      $  4,000

.

Supplies and fees                                                          $  7,000

.

.

.

In order to calculate the net income from the hobby, the order of the deductions is:

.

.

.

.

.

a.

a.        Supplies and fees, interest and taxes, depreciation.

 

b.

 

b.        Depreciation, interest and taxes, supplies and fees.

c.

 

c.        Interest and taxes, supplies and fees, depreciation.

d.

 

d.        Interest and taxes, depreciation, supplies and fees.

 

e.

 

e.        None of the above.

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Question 105

.

The amount of the allowable depreciation deduction is:

.

.

a.

a.        $3,000.

b.

 

b.        $0.

c.

 

c.        $4,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 106

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The net income or loss from the hobby is:

.

.

a.

a.        $0.

b.

 

b.        $18,000.

c.

 

c.        - $1,000.

d.

 

d.        None of the above.

.

1 points   

Question 107

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If this activity were a business rather than a hobby, the net income or loss from the activity would be:

.

.

a.

a.        $0.

b.

 

b.        $18,000.

 

c.

 

c.        - $1,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 108

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108-109.. Hugh had four pre-enactment passive activities.  The following income and losses were generated this year.

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                                Activity            Gain/(Loss)

.

 

.

                                     A               ($50,000)

.

                                     B               ($30,000)

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                                     C               ($20,000)

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                                     D              $40,000

.

                                                       __________

.

 

.

                                                     Total                     ($60,000)

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40.      How much of the $60,000 net passive loss can you deduct this year?

.

.

.

a.

a.        $40,000.

b.

 

b.        $0.

c.

 

c.        $60,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 109

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How much of activity A's $50,000 loss is suspended?

.

.

a.

a.        $0.

b.

 

b.        $50,000.

c.

 

c.        $30,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 110

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110-114. A tornado damaged Louise's home on August 17, this year.  To restore the destroyed property she paid the following amounts:

.

 

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           $80,000 to repair the damage to the house. The house originally cost $70,000 and was worth approximately $90,000 at the time of the tornado.

.

 

.

           Louise filed a claim with her insurance company and received $65,000.  She has AGI of $30,000.

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110.      The measure of the loss as the starting point of the calculation is:

.

.

 

.

.

a.

a.        $80,000.

b.

 

b.        $70,000.

c.

 

c.        $90,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 111

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If this is a personal casualty loss (as distinguished from a business casualty loss), the loss to be deductible must exceed (in addition to what a business loss would need to exceed):

.

.

a.

a.        $2,250.

b.

 

b.        $3,100.

 

c.

 

c.        $0.

d.

 

d.        $600.

 

e.

 

e.        None of the above.

.

1 points   

Question 112

.

For any of Louise's loss to be deductible it must be greater than:

.

.

a.

a.        $65,000.

b.

 

b.        $68,100.

c.

 

c.        $100.

d.

 

d.        $3,000.

 

e.

 

e.        None of the above.

.

1 points   

Question 113

.

Louise's deductible loss is:

.

.

.

a.

a.        $1,900.

b.

 

b.        $90,000.

 

c.

 

c.        $5,000.

 

d.

 

d         $3,000.

 

e.

 

e.        None of the above.

.

1 points   

Question 114

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If the tornado also caused $2,000 damage to Louise's furniture and all other facts remained the same, the amount of Louise's deductible casualty loss would be:

.

.

.

a.

a.        $5,000.

b.

 

b.        $3,900.

c.

 

c.        $7,000.

 

d.

 

d.        $92,000.

 

e.

 

e.        None of the above.

.

1 points   

Question 115

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115-116.. For the following independent situation for an individual taxpayer.

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.

                     Item

.

 

.

Use (Personal or Business)                           Business

.

Basis                                                                  $25,000

.

FMV before the casualty                                        $17,000

.

FMV after the casualty                                        None   

.

Adjusted gross income

.

  (before any allowable casualty loss)                         $50,000

.

Insurance proceeds                                                            $10,000

.

 

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115..      The starting point for the calculation of the loss deduction is:

.

.

.

a.

a.        $17,000.

b.

 

b.        $0.

 

c.

 

c.        $25,000.

 

d.

 

d.        None of the above.

.

1 points   

Question 116

.

The amount of the deductible casualty loss is:

.

.

.

a.

a.        $9,900.

b.

 

b.        $15,000.

c.

 

 

c.        $6,900.

 

d.

 

d.        $7,000.

 

e.

 

e.        None of the above.

.

1 points   

Question 117

.

117-122.. Durin the year Martin rented his vacation home for three months and spent one month there.  Gross rental income from the property was $5,000.  Martin incurred the following expenses:  mortgage interest, $3,000; real estate taxes, $1,500; utilities, $800; maintenance, $500; and depreciation, $4,000.  Compute Martin's allowable deductions for the vacation home, using months to simplify the computation (rather than days as usually used in I.R.C. computations) and using the court-approved approach favorable to the taxpayer.

g

.

 

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For 117-122.., use the court approach

.

 

.

49.      The amount of taxes and interest deductible against the rental income under the court approved approach is:

.

.

.

a.

a.        $1,125.

 

b.

 

b.        $0.

 

c.

 

c.        $3,375.

 

d.

 

d.        $4,500.

 

e.

 

e.        None of the above.

.

1 points   

Question 118

.

The amount of utilities and maintenance deductible is:

.

.

a.

a.        $325.

b.

 

b.        $0.

c.

 

c.        $1,300.

d.

 

d.        $975.

 

e.

 

e.        None of the above.

.

1 points   

Question 119

.

The amount of deductible depreciation is:

.

.

a.

a.        $0.

b.

 

b.        $4,000.

c.

 

c.        $3,000.

 

d.

 

d.        $2,900.

 

e.

 

e.        None of the above.

.

1 points   

Question 120

.

The net income from this activity is:

.

.

.

a.

a.        - $100.

 

b.

 

b.        $0.

 

c.

 

c.        - $4,800.

d.

 

d.        None of the above.

.

1 points   

Question 121

.

If the IRS approach were used to treat the deductions, the net income from the activity would be:

.

.

.

a.

a.        - $100.

 

b.

 

b.        - $4,800.

 

c.

 

c.        $0.

 

d.

 

d.        None of the above.

.

1 points   

Question 122

.

The order of deductions is:

.

.

a.

a.        Taxes and interest, utilities and maintenance, depreciation.

b.

 

b.        Depreciation, taxes and interest, utilities and maintenance.

c.

 

c.        Utilities and maintenance, taxes and interest, depreciation.

d.

 

d.        None of the above.

.

1 points   

Question 123

.

123-124.. Jose is married, filing jointly.

.

 

.

Salary                                                                                      $50,000

.

Interest and dividends                                                                      $4,000

.

IRA Contributions (deductible)                                                        $2,000

.

Charitable contributions                                                                 $2,900

.

Alimony paid                                                                                         $10,000

.

Home mortgage interest                                                               $9,000

.

Unreimbursed employee business expenses (includes $300 of meals) $4,500

.

 

.

123.      The total of Jose's above-the-line deductions is:

.

.

.

a.

a.        $14,000.

b.

b.        $23,900.

c.

 

c.        $12,000.

d.

 

d.        $0.

e.

 

e.        None of the above.

.

1 points   

Question 124

.

Jose's AGI is:

.

.

.

a.

a.        $52,000.

b.

 

b.        $33,000.

c.

 

c.        $54,000.

 

d.

 

d.        $42,000.

 

e.

 

e.        None of the above.

.

1 points   

Question 125

.

Skip

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a.

Skip

b.

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c.

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d.

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e.

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0 points   

Question 126

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0 points   

Question 127

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0 points   

Question 128

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0 points   

Question 129

.

The Ninth Circuit case involving the deduction of prepaids and allowing up to 24 months to be prepaid is Lucas v. Earl.

.

.

 True

.

 False

.

0.5 points (Extra Credit)   

Question 130

.

The phase out of the 25,000 rental real estate exception for married filing jointly starts at AGI greater than 100,000.

.

 True

.

 False

.

0.5 points (Extra Credit)   

Question 131

.

A retired individual from a personal service corporation will never be able to have his income paid out of that activity characterized as passive if he or she were active for 3 years in the activity.

.

.

 True

.

 False

.

0.5 points (Extra Credit)   

Question 132

.

In addition to section 1244, there is an exclusion, at a certain percentage, for capital gains for qualifying small business stock.

.

.

 True

.

 False

.

0.5 points (Extra Credit)   

Question 133

.

Net operating losses may generally be carried back two years and forward 20 years.

.

.

 True

.

 False

.