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King Corporation, an accrual method taxpayer, reports the following results for

ID: 2426704 • Letter: K

Question

King Corporation, an accrual method taxpayer, reports the following results for 2014

Regular taxable income before regular tax NOL deduction                                     $800,000                                                 

Minus: Regular tax NOL deduction                                                                      (200,000)

Regular taxable income                                                                                      $600,000

Alternative tax NOL deduction         $175,000                              

AMT depreciation adjustment          $148,000                                              

Personal property acquired eight years ago and sold this year:

Acquisition cost                                                                                                 $50,000

Regular tax depreciation       $38,845                                        

AMT depreciation                                                                                               $26,845

Increase in LIFO recapture amount                                                                      $75,000

Tax-exempt interest income:

Private activity bonds (not issued in 2009 or 2010)                                                 $31,000

Other bonds (not issued in 2009 or 2010)                                                              $33,000

Dividends received (less than 1% ownership)                                                        $120,000

Dividends paid                                                                                                   $110,000


King is not a small corporation exempt from the alternative minimum tax (AMT), and it has no AMT adjustment for the U.S. production activities deduction. Regular taxable income includes $35,000 of Sec. 1231 gain from a prior year installment sale on which King’s total realized gain was $350,000. Regular taxable income also includes $39,000 of Sec. 1231 gain from a 2014 installment sale on which King’s total realized gain is $195,000. King’s ACE adjustments for prior years are a net positive $500,000. Prepare Form 4626 for King Corporation to report its 2014 AMT liability (if any).

Form 4626 can be found at: http://www.irs.gov/pub/irs-pdf/f4626.pdf

Explanation / Answer

Solution: https://www.irs.gov/pub/irs-pdf/f4626.pdf

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