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 accountant, trying to calculate the basis of a set of items owned by your client.

Here's what you know:

  • The currently recorded basis is $1,586.
  • There was a $310 improvement that allowed the asset to be used for other purposes.
  • There was a $194 damage assessment.
  • There was a $367 improvement that increased the value of the asset.

What is the adjusted basis for the item?

Answer:

  • The basis is now $2,069.00.

Explanation:

  1. We start with the initial basis for the property.
    BASIS = $1,586
  2. Then we'll add, or subtract, each adjustment, one at a time.
  3. The improvement that increased the value of the asset will increase the basis of the property.
    BASIS = $1,586 + 367
  4. The damage assessment will decrease the basis of the property.
    BASIS = $1,586 + 367 - 194
  5. The improvement that allowed the asset to be used for other purposes will increase the basis of the property.
    BASIS = $1,586 + 367 - 194 + 310
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