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Jackson Corporation prepared the following book income statement for its year en

ID: 2350005 • Letter: J

Question

Jackson Corporation prepared the following book income statement for its year ended December 31, 2010:







Sales $900,000



Minus: Cost of goods sold (500,000)



Gross Profit: $400,000



Plus: Dividends received on Invest Corporations stock $3,000



Gain on sale of Invest Corporations stock 30,000



Total dividends and gain $33,000



Minus: Depreciation ($7,500 + $32,000) $39,500



Bad debt expense 22,000



Other operating expenses 105,500



Loss on sale of Equipment 1 70,000



Total expenses and loss (237,000)



Net income per books before taxes $196,000



Minus: Federal income tax expense (60,000)



Net income per books $136,000



Information on equipment depreciation and sale:



Equipment 1:



• Acquired March 3, 2008 for $180,000



• For books: 12-year life; straight-line depreciation



• Sold February 17, 2009 for $80,000



Sales price $80,000



Cost $180,000



Minus: Depreciation for 2008 (1/2 year) $7,500



Depreciation for 2009 ($180,000/12) 15,000



Depreciation for 2010 (1/2 year) 7,500



Total book depreciation (30,000)



Book value at time of sale (150,000)



Book loss on sale of Equipment 1 $(70,000)



• For tax: Seven-year MACRS property for which the corporation made no Sec. 179 election in the acquisition year end elected out of bonus depreciation.



Equipment 2:



• Acquired February 16, 2009 for $384,000



• For books: 12-year life; straight-line depreciation



• Book depreciation in 2010: $384,000/12 = $32,000



• For tax: Seven-year MACRS property for which the corporation made the Sec. 179 election but elected out of bonus depreciation.



Other information:



• Under the direct writeoff method, Jackson deducts $15,000 of bad debts for tax purposes.



• Jackson has a $40,000 NOL carryover and a $6,000 capital loss carryover from last year.



• Jackson purchased the Invest Corporation stock (less than 20% owned) on June 21, 2008, for $25,000 and sold the stock on December 22, 2010, for $55,000.



• Jackson Corporation has qualified production activities income of $120,000, and the applicable percentage is 9%.







Required:

calculate the tax depreciation deduction for equipment 1 & 2.

Explanation / Answer

Equipment number 1: From the MACRS table, 7-year recovery, 2nd year the depreciation rate is 24.49. Since it was sold that year, it would be 180,000*.2449*.50 = 22041. (allowed half in the year of disposition) Equipment number 2: From the MACRS table, 7-year recovery, 1st year,the depeciation rate is 14.49. So the depreciation is 384,000*.1449 = 55641.60