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Zhang incorporated her sole proprietorship by transferring inventory, a building

ID: 2406556 • Letter: Z

Question

Zhang incorporated her sole proprietorship by transferring inventory, a building, and land to the corporation in return for 100 percent of the corporation’s stock. The property transferred to the corporation had the following fair market values and tax bases:

FMV Tax Basis

Inventory $ 20,000 $ 10,000

Building 150,000 100,000

Land 230,000 70,000

Total $ 400,000 $ 180,000

The corporation also assumed a mortgage of $200,000 attached to the building and land. The fair market value of the corporation’s stock received in the exchange was $220,000. The exchange met the requirements to be tax-deferred under §351.

. What amount of gain does Zhang recognize on the transfer of the property to her corporation?

Explanation / Answer

Calculation of gain to Zhang to be recognized on transfer of property to her corporation: Fair Market Value of Stock Received $ 2,20,000 Add : Mortgage assumed by corporation $ 2,00,000 Amount realized $ 4,20,000 Less : Adjusted Tax basis of the property transferred $ 1,80,000 Gain realized $ 2,40,000 Zhang realizes a net gain of $2,40,000 on transfer of property.