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Mannarino acquired a passive activity in January of 2013. His at-risk basis at t

ID: 2600165 • Letter: M

Question

Mannarino acquired a passive activity in January of 2013. His at-risk basis at the beginning of 2015 was $65,000. This is the only passive activity that Mannarino owns. Mannarino's share of income and loss from the activity is as follows:

           2015                           <$95,000>

           2016                            55,000

Complete the following tables.

AT RISK RULES ONLY

FOR 2015

Deductible under at-risk provisions                            ____________________

Adjusted basis at 12/31/15                                         ____________________

Suspended under at-risk provisions                            ____________________

FOR 2016

Deductible under at-risk provisions                            ____________________

Adjusted basis at 12/31/16                                         ____________________

Suspended under at-risk provisions                            ____________________

PASSIVE RULES ONLY

FOR 2015

Deductible under passive loss provisions                   ____________________

Suspended under passive loss provisions                   ____________________

FOR 2016

Deductible under passive loss provisions                   ____________________

Suspended under passive loss provisions                   ____________________

Explanation / Answer

AT RISK RULES ONLY

FOR 2015

Deductible under at-risk provisions $ 65000 (out of loss of $95000: limited to the at risk basis)

Adjusted basis at 12/31/15 $0

Suspended under at-risk provisions $ 30000 ($95000-$65000)

FOR 2016

Deductible under at-risk provisions $ 30000

Adjusted basis at 12/31/16 $ 25000 ($55000-$30000)

Suspended under at-risk provisions $ 0

PASSIVE RULES ONLY

FOR 2015

Deductible under passive loss provisions $ 0(assuming that $65000 is onky at risk basis investment)

Suspended under passive loss provisions $ 95000

FOR 2016

Deductible under passive loss provisions $ 55000 (limited to the income from passive activity)

Suspended under passive loss provisions $ 30000 ($95000 - $55000)

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