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[ 1 ] On December 31, Year 1, Mr. Wise purchased 50% of Cobra’s only class of st

ID: 2529010 • Letter: #

Question

[ 1 ] On December 31, Year 1, Mr. Wise purchased 50% of Cobra’s only class of stock outstanding for $300,000. Cobra is an electing S corporation. On November 30, Year 2, he purchased the other 50% of Cobra’s stock for $300,000. For the year, Cobra incurred an ordinary loss of $474,500. How much of the loss can Mr. Wise deduct on his individual income tax return for the year?

A.

$237,250

B.

$257,400

C.

$300,000

D.

$474,500

[ 2 ] A taxpayer owns 50% of the stock of an S corporation and materially participated in the corporation’s activities. At the beginning of the year, the taxpayer had an adjusted basis in the stock of $25,000 and made a loan to the corporation of $13,000. During the year, $3,000 of the loan was repaid, and the taxpayer’s share of the corporation’s loss for the year was $40,000. What is the amount of the loss that may be deducted on the taxpayer’s tax return?

A.

$25,000

B.

$35,000

C.

$38,000

D.

$40,000

A.

$237,250

B.

$257,400

Explanation / Answer

1. He can deduct the entire loss of $474,500 because he purchased the entire stock . Hence, option D I.e, $474,500 will be the answer.

2.The answer is option A I.e, $25,000 because, he has an adjusted basis in stock of $25,000 and loss suffered was $40,000 and made a loan to company worth $13,000 out of which $3,000 was collected and remaining $10,000 was due to him, hence it would be $ 25,000.I.e, $50,000-$25,000.

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