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Hall, a divorced person and custodian of her 12-year-old child, filed her Year 9

ID: 2485665 • Letter: H

Question

Hall, a divorced person and custodian of her 12-year-old child, filed her Year 9 federal income tax return as head of household. She submitted the following information to the CPA who prepared her Year 9 return: In June, Year 9, Hall's mother gifted her 100 shares of a listed stock. The donor's basis for this stock, which she bought in Year 1, was $4,000, and market value on the date of the gift was $3,000. Hall sold the stock in July, Year 9 for $3,500. The donor paid no gift tax. What was Hall's reportable gain or loss in Year 9 on the sale of the 100 shares of stock gifted to her? (Points : 4) $0 $500 gain $500 loss $1,000 loss

Explanation / Answer

the correct answer is $ 0

the property is the basis of received as a gift in the hands of the donee depends on whether the selling price of the property is more or less than the basis for gain or loss

if the property is sold for gain, the same gain to donee is as donor and at the same time if sold at loss, the basis to donee is same as in the hands of donor or FMV at the date of gift, which ever is low, in present situation, neither loss or gain on the sale of property, because selling price is less than the basis for gain and more than the basis of loss