Determining refund for any overpayments


Response to the following:

Phillip computes his cost recovery allowance using MACRS. He would like to use the A?§179 immediate expensing, but he has elected to not claim any bonus depreciation. Phillip has never claimed A?§179 or bonus depreciation before. The assets Phillip sold on March 20 are as follows:

Date        Acquired Asset         Sales Price     Original Cost     Accumulated Depreciation as of Beginning of the Year

5/1/05     Office building           $940,000      $900,000        $129,825

5/1/05     Land                        200,000        100,000             0

7/1/05     Furniture                  50,000          239,000        206,998

8/13/07    Furniture                10,000           324,000        222,782

4/12/08    Office equipment     100,000          120,000       67,524

5/13/10    Computers              $30,000         50,000       10,000

Phillip has never sold any assets relating to his business before this transaction.

The Dunphys sold 60 shares of Fizbo Corporation common stock on September 3, for $65 a share (minus a $50 total commission). The Dunphys purchased the stock on November 8, 2010, for $90 a share. They also sold a painting for $13,000 on March 1. Claire purchased the painting for $20,050 on September 1, 2004, as an investment.

The Dunphys filed their 2011 federal, state, and local returns on April 14, 2012. They paid the following additional 2011 taxes with their returns: federal income taxes of $630, state income taxes of $250, and city income taxes of $75.

The Dunphys made timely estimated federal income tax payments of $16,000 each quarter during 2012. They also made estimated state income tax payments of $1,000 each quarter and estimated city income tax payments of $300 each quarter. The Dunphys made all fourth-quarter payments on December 31, 2012. They would like to receive a refund for any overpayments.

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Taxation: Determining refund for any overpayments
Reference No:- TGS02087445

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