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Betty, a single taxpayer with no dependents, has the gains and losses shown belo

ID: 2581648 • Letter: B

Question

Betty, a single taxpayer with no dependents, has the gains and losses shown below.

Before considering these transactions, Betty has $45,000 of other taxable income.

What is the treatment of the gains and losses and what is Betty’s taxable income?

§ 1245 gain #1                                                     $18,000

§ 1245 gain #2                                                      5,000

Business equipment long-term casualty loss       (8,000)

Business real property long-term casualty gain   12,000

§ 1231 gain                                                           13,000

§ 1231 lookback loss                                            (2,000)

Explanation / Answer

Ordinary gain due to recapture under Section 1245 : The Section 1245 are added resulting in $23,000 ($18,000 +$5,000) ordinary gain.

Net long term capital gain & ordinary gain

Computation of Betty’s taxable income

Other taxable income $45,000 Ordinary gain due to recapture under Section 1245 $23,000 Ordinary gain due to section 1231 lock back loss $2,000 Net long term capital gain $15,000 Taxable Inome $85,000