Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

(8 POINTS) Rowena gifted her son, Crowley, with various amounts of stock. All of

ID: 2518985 • Letter: #

Question

(8 POINTS) Rowena gifted her son, Crowley, with various amounts of stock. All of stock had been held for more than 1 year by Rowena. Information regarding the gift detailed below. Determine basis and capital gain or loss to Crowley if he later sel gifts at the given prices and time-frames. a) Stock A (held for longer than 1 year by Crowley): FMV: $25,000 Rowena's basis: $12,000 Sales price: $30,000 b) Stock B (held for less than 1 year by Crowley): FMV: $25,000 Rowena's basis: $12,000 Sales price: $30,000 c) Stock C (held for longer than 1 year by Crowley): FMV: $25,000 Rowena's basis: $32,000 Sales price: $24,000 d) Stock D (held for longer than 1 year by Crowley): FMV: $25,000 Rowena's basis: $32,000 Sales price: $27,000

Explanation / Answer

rowena gifted her son some stocks which are held by her for more then one yera so those stockes are long term securities even her son crowley held them less then one year beacause of theose stocks are gifted by her mom

STOCK A

rowena basis 12000

sale price 30000

capital gain $18000

STOCK B

rowena basis 12000

sale price 30000

capital gain $18000

STOCK C

rowena basis 32000

FMV 25000

capital LOSS $(7000)

consider fmv or sale price hich is heigher

STOCK D

rowena basis 32000

sale price 27000

capital gain $5000