Basis Adjustments for Tax Basis

Lesson:

The basis of property will change over time.

If value is added with a useful life greater than a year, it will go up.

If value is reduced, it will go down.

As an accountant, you need to track these fluctuations to ensure that your property basis is appropriately recorded.

You're a tax preparer, trying to calculate the basis of items owned by your client.

You've been provided with the following information:

  • There was a $3 asset depreciation.
  • The currently recorded basis is $1,329.
  • There was a $245 damage assessment.
  • There was a $221 partial theft.

What is the adjusted basis for the item?

Answer:

  • The basis is now $860.00.

Explanation:

  1. We start with the initial basis for the property.
    BASIS = $1,329
  2. Then we'll add, or subtract, each adjustment, one at a time.
  3. The asset depreciation will decrease the basis of the property.
    BASIS = $1,329 - 3
  4. The partial theft will decrease the basis of the property.
    BASIS = $1,329 - 3 - 221
  5. The damage assessment will decrease the basis of the property.
    BASIS = $1,329 - 3 - 221 - 245
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