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Nick and Paige are equal partners in NP Partnership. The partnership, Nick, and

ID: 2599968 • Letter: N

Question

Nick and Paige are equal partners in NP Partnership. The partnership, Nick, and Paige are calendar year taxpayers.

The partnership incurred the following items in the current year:

Sales $450,000

Cost of goods sold 210,000

Dividends on corporate investments 15,000

Tax-exempt interest income 4,000

Sec. 1245 gain (recapture) on equipment sale 33,000

Sec. 1231 gain on equipment sale 18,000

Long-term capital gain on stock sale 12,000

Long-term capital loss on stock sale 10,000

Short-term capital loss on stock sale 9,000

Depreciation (no Sec. 179 or bonus depreciation components) 27,000

Guaranteed payment to Paige 30,000

Meals and entertainment expenses 11,600

Interest expense on loans allocable to:

Business debt 42,000

Stock investments 9,200

Tax-exempt bonds 2,800

Principal payment on business loan 14,000

Charitable contributions 5,000

Distributions to partners ($40,000 each) 80,000

Compute the partnership’s ordinary income and separately stated items and report the appropriate items on Form 1065 and prepare a Schedule K-1 for Paige.

Compute Nick’s and Paige’s ending basis in their partnership interests assuming their beginning balances are $150,000 each.

Explanation / Answer

Computing the partnership's ordinary Income and separately states items.(Every amount pertains to $)

These things form part of Form 1065 and preparing Schedule K-1 accordingly.

Sales 450,000 Cost of goods sold (210,000) Gross profit on sales 240,000 (Less) Interest - 42000+9200+2800 (54000) principal payment (14000) charitable contributions (5000) guaranteed payments to partners (30000) meals and equipments ( 50% deduction according to the provisions (5800) depreciation (27000) distribution to partners (80000) Book income from operations 24200 Add Dividend income 15000 tax-exempt income 4000 long term gains (33000+18000) 51000 short term gains 12000 (Less) long term loss (10000) short term loss (9000) Net income per books 87200 SEPARATELY STATED ITEMS (deduct) Tax-exempt income (4000) dividend income (15000) long term capital gain (51000) short term capital gain (12000) add long term loss 10000 short term loss 9000 charitable contributions 5000 guaranteed payment 30000 ORDINARY INCOME 59200 *Distribution of partners depends on the various provisions provided - *Depreciation is on the basis of not sec 179 as given in the question if not it's also to mentioned in the separately mentioned items. -
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