How could marilyn have avoided the loss disallowance


Discussion Post: Accounting

Marilyn owns land that she acquired three years ago as an investment for $250,000. Because the land has not appreciated in value as she anticipated, she sells it to her brother, Amos, for its fair market value of $180,000. Amos sells the land two years later for $240,000.

• Explain why Marilyn's realized loss of $70,000 ($180,000 amount realized - $250,000 adjusted basis) is disallowed at the time of the sale to her brother.

• Explain why Amos records neither a recognized gain nor a recognized loss on his sale of the land.

• How does the related-party disallowance rule affect the total gain or loss recognized by the family unit?

• Which party wins and which party loses, in a Federal income tax sense?

• How could Marilyn have avoided the loss disallowance on her sale of the land?

The response should include a reference list. Using one-inch margins, Times New Roman 12 pnt font, double-space and APA style of writing and citations.

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