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Vidal Industries (a sole proprietorship) sold three § 1231 assets during 2015. D

ID: 2497707 • Letter: V

Question

Vidal Industries (a sole proprietorship) sold three § 1231 assets during 2015. Data on these property dispositions are as follows:

Asset

Cost

Acquired

Depreciation

Sold For

Sold On

Machine #56

$540,000

03/17/11

$225,000

$300,000

05/20/15

Machine #77

$425,000

06/03/12

$215,000

$265,000

05/20/15

Machine #101

$680,000

01/30/14

$385,000

$400,000

05/20/15


Determine the amount and the character of the recognized gain or loss from the disposition of each asset.

If an amount is zero, enter 0.

Asset   

Character of
Gain or Loss

Total
Amount of
Gain or Loss

Amount of
§ 1245
Recapture


Balance of
Gain or Loss

Machine #56

Machine #77

Machine #101

Vidal has $________ of Select: (ordinary income, long-term capital gain) due to § 1245 recapture and $_______ of §1231 Select: (loss or gain).

Assuming Vidal has no non recaptured net § 1231 losses from prior years, the amount of 2015 recognized gains treated as capital gains is $__________ .

Note:

Select for line {character of Gain or loss}

§1231 loss

Long-term capital gain

Ordinary income

Asset

Cost

Acquired

Depreciation

Sold For

Sold On

Machine #56

$540,000

03/17/11

$225,000

$300,000

05/20/15

Machine #77

$425,000

06/03/12

$215,000

$265,000

05/20/15

Machine #101

$680,000

01/30/14

$385,000

$400,000

05/20/15

Explanation / Answer

Vidal has $160,000 of ordianyr income due to sec 1245 recapture and $15,000 of sec 1231 loss

Assuming Vidal has no non recaptured net § 1231 losses from prior years, the amount of 2015 recognized gains treated as capital gains is $___0_______ .

Assets Character of gain or loss total amount of gain or loss Amount of sec1245 recapture balance of gain or loss Machine#56 sec1231 loss 15,000 0 15,000 Machine #77 ordinary income 55,000 55,000 0 Machine#101 Ordinary income 105,000 105,000 0