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Kase, an individual, purchased some property in Potomac, Maryland, for $228,000

ID: 2559856 • Letter: K

Question

Kase, an individual, purchased some property in Potomac, Maryland, for $228,000 approximately 10 years ago. Kase is approached by a real estate agent representing a client who would like to exchange a parcel of land in North Carolina for Kase’s Maryland property. Kase agrees to the exchange.

What is Kase’s realized gain or loss, recognized gain or loss, and basis in the North Carolina property in each of the following alternative scenarios? (Loss amounts should be indicated by a minus sign. Leave no answer blank. Enter zero if applicable.)

a. The transaction qualifies as a like-kind exchange and the fair market value of each property is $770,000.

Kase, an individual, purchased some property in Potomac, Maryland, for $228,000 approximately 10 years ago. Kase is approached by a real estate agent representing a client who would like to exchange a parcel of land in North Carolina for Kase’s Maryland property. Kase agrees to the exchange.

What is Kase’s realized gain or loss, recognized gain or loss, and basis in the North Carolina property in each of the following alternative scenarios? (Loss amounts should be indicated by a minus sign. Leave no answer blank. Enter zero if applicable.)

a. The transaction qualifies as a like-kind exchange and the fair market value of each property is $770,000.

Kase, an individual, purchased some property in Potomac, Maryland, for $228,000 approximately 10 years ago. Kase is approached by a real estate agent representing a client who would like to exchange a parcel of land in North Carolina for Kase’s Maryland property. Kase agrees to the exchange.

What is Kase’s realized gain or loss, recognized gain or loss, and basis in the North Carolina property in each of the following alternative scenarios? (Loss amounts should be indicated by a minus sign. Leave no answer blank. Enter zero if applicable.)

a. The transaction qualifies as a like-kind exchange and the fair market value of each property is $770,000.


b. The transaction qualifies as a like-kind exchange and the fair market value of each property is $184,000.

Explanation / Answer

Lets try to find out Kase’s realized gain or loss and basis in North Carolina property in both scenarios one by one:

Alternative 1:

The transaction qualifies as a like-kind exchange and the fair market value of each property is $770,000.

DESCRIPTION

AMOUNT

Amount realized from property (1)

$770000

Amount realized from boot(cash in this case is zero) non like kind property (2)

$0

Total amount realized(1+2=3)

$770000

Adjusted Basis (4)

$228000

Gain realized (3-4)=5

$542000

Gain recognized (less of (2) and (5)=6

$0

Deferred gain (5-6)=7

$542000

Adjusted basis in north Carolina property(1-7)

$228000

As can be seen kase has a realized gain of $542000,but recognized gain is of $0 as this is a like kind exchange transaction and kase did not receive any boot.Further kase will receive a carryover basis of $228000 in the north Carolina property which will be the same basis she had in the previous property.

Alternative 2:

The transaction qualifies as a like-kind exchange and the fair market value of each property is $184,000..

DESCRIPTION

AMOUNT

Amount realized from property (1)

$184000

Amount realized from boot(cash in this case is zero) non like kind property (2)

$0

Total amount realized(1+2=3)

$184000

Adjusted Basis (4)

$228000

Loss realized (3-4)=5

($44000)

Loss recognized (less of (2) and (5)=6

$0

Deferred loss (5-6)=7

$44000

Adjusted basis in north Carolina property(1-7)

$228000

As can be seen kase has a realized loss of $44000,but recognized loss is of $0 as this is a like kind exchange transaction and kase did not receive any boot.Further kase will receive a carryover basis of $228000 in the north Carolina property which will be the same basis she had in the previous property

DESCRIPTION

AMOUNT

Amount realized from property (1)

$770000

Amount realized from boot(cash in this case is zero) non like kind property (2)

$0

Total amount realized(1+2=3)

$770000

Adjusted Basis (4)

$228000

Gain realized (3-4)=5

$542000

Gain recognized (less of (2) and (5)=6

$0

Deferred gain (5-6)=7

$542000

Adjusted basis in north Carolina property(1-7)

$228000