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Partner\'s Distributive Shares: On January of the current year, Becky (20%), Chu

ID: 2425172 • Letter: P

Question

Partner's Distributive Shares: On January of the current year, Becky (20%), Chuck (30%), and Dawn (50%) are partners in the BCD Partnership. During the current year, BCD reports the following results. All items occur evenly throughout the year unless otherwise indicated. Assume the current year is not a leap year.

Ordinaty income: 120,000. Long Term Capital Gain (recognized September 1): 18,000. Short Term Capital Loss (recognized March 2): 6,000. Charitable Contribution (made October 1st): 20,000

A) What are the distributive shares for each partner, assuming they all continue to hold their interests at the end of the year?

B) Assume Becky purchases a 5% partnership interest from Chuck on July 1st so that Beck and Chuck each own 25% from that date throughout the end of the year. What are Becky and Chuck's distributive shares for the current year?

Explanation / Answer

A) IF THEY CONTINUE TO HOLD THEIR INTEREST Amount($) BECKY (20%) CHUCK (30%) DAWN (50%) ORDINARY INCOME       120,000             24,000              36,000              60,000 LTCG          18,000               3,600                 5,400                9,000 STCL          (6,000)             (1,200)              (1,800)              (3,000) CHARITABLE CONTRIBUTION       (20,000)             (4,000)              (6,000)           (10,000) SHARE OF EACH PARTNER($)       112,000             22,400              33,600              56,000 B) IF THE PARTNERTSHIP CHANGE DURINGTHE YEAR SHARE OF EACH PARTNER BEFORE CHANGE IN RATIO I.E UPTO 30TH JUNE Amount($) BECKY (20%) CHUCK (30%) DAWN (50%) ORDINARY INCOME FOR 91 DAYS          29,589               5,918                 8,877              14,795 SHARE OF EACH PARTNER($) (1)          29,589               5,918                 8,877              14,795 SHARE OF EACH PARTNER AFTER CHANGE IN RATIO Amount($) BECKY (25%) CHUCK (25%) DAWN(50%) ORDINARY INCOME          90,411             22,603              22,603              45,205 LTCG          18,000               4,500                 4,500                9,000 STCL          (6,000)             (1,500)              (1,500)              (3,000) CHARITABLE CONTRIBUTION       (20,000)             (5,000)              (5,000)           (10,000) SHARE OF EACH PARTNER($) (2)          82,411             20,603              20,603              41,205 TOTAL SHARE(1+2)       112,000             26,521              29,479              56,000