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USA 22. What is the difference between the gift basis rules and the death basis

ID: 2533207 • Letter: U

Question

USA

22. What is the difference between the gift basis rules and the death basis rules? In both instances, the difference between the donor's/decedent's basis in the property and fair market value is relevant. a. b. In both instances, the donor's/decedent's holding period in the property is relevant in computing gain or loss on the subsequent sale by the donee/beneficiary In neither instance is the holding period of the donor or decedent relevant The holding period of the donor is not relevant but the holding period of the decedent is relevant. None of the above. c. d. e.

Explanation / Answer

In both cases of transfer of property or asset, i.e. as gifts or as transfer of property after the death of the owner, the holding period is the property is relevant in computing gain or loss on the subsequent sale by the donee or the beneficiary. Thus, the subsequent sale by the done or the beneficiary will attract tax liability and the tax liability would be influenced by the holding period of the donor or the decedent.

Thus, option b is the correct option here.