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Tim suffered greatly this year. In January a freak storm damaged his sailboat an

ID: 2579587 • Letter: T

Question

Tim suffered greatly this year. In January a freak storm damaged his sailboat and in July Tim's motorcycle was stolen from his vacation home. Tim originally paid $31,050 for the boat, but he was able to repair the damage for $9,050. Tim paid $18,300 for the motorcycle, but it was worth $20,050 before it was stolen. Insurance reimbursed $1,300 for the boat repairs and the cycle was uninsured.

a. Calculate Tim's deductible casualty loss if his AGI is $46,500.

b. Calculate Tim's deductible casualty loss if his AGI is $145,500.

c.  How would you answer a. if Tim received an additional $69,925 in interest from municipal bonds this year?

Explanation / Answer

Answer a. Boat Motorcycle Decline in Value                  9,050              20,050 Adjusted Basis               31,050              18,300 Lesser of Basis or Value                  9,050              18,300 Less: Insurance Proceeds               (1,300)                        -   Uninsured Loss                  7,750              18,300 Pay casualty floor                   (100)                  (100) Casualty Loss                  7,650              18,200 Total Casualty Loss               25,850 Less: 10% of AGI ($46,500)               (4,650) Casualty Loss Deduction               21,200 Answer b. Total Casualty Loss               25,850 Less: 10% of AGI ($145,500)             (14,550) Casualty Loss Deduction               11,300 Answer c. Interest on Municipal Bonds is exempt from tax. So, AGI will remain same. Total Casualty Loss               25,850 Less: 10% of AGI ($46,500)               (4,650) Casualty Loss Deduction               21,200