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Mira and Lemma are equal owners of an entity. Each contributed $25,000 cash to t

ID: 3123022 • Letter: M

Question

Mira and Lemma are equal owners of an entity. Each contributed $25,000 cash to the entity. In addition, the entity obtains a loan of $100,000. The profits for the year are $30,000. Determine Mira and Lemma's basis at the end of the period assuming the entity is a partnerships, a C corporation, or a S corporation.

a. If the entity is a partnership, Mira and Lemma each have a basis of $_________ at the end of the year.

b. If the entity is a C corporation, Mira and Lemma each have a basis of $_________ at the end of the year.

c. If the entity is an S corporation, Mira and Lemma each have a basis of $_________ at the end of the year.

The answer is not ($15,000, $12,000, $15,000)

Explanation / Answer

a. If the entity is a partnership, Mira and Lemma each have a basis of $ at the end of the year.

Mira's Basis- $25,000(contribution)+50%of $ Loan(100,000)+50% of profits($30,000)

=$25,000+$50,000*+$15000 where 50,000 is a liability

Lemma's basis- $25,000(contribution)+50%of $ Loan(100,000)+50% of profits($30,000)

$25,000+$50,000*+$15000 where 50,000 is a liability

b. If the entity is a C corporation, Mira and Lemma each have a basis of $ at the end of the year.

If the entity is a C corporation it is taxed at the corporate level first and then at personal level depending upon profits recived by contributing members

In this case profits are $30,000 which will be taxed at 15% as Tax rate for income over $0 and but not over $50,000 is $0 plus 15% on amount over $0.

Therefore tax amount will be 15% of 30,000=$4,500

Residual profits for Mira & Lemma will be $30,000-$4,500=$ 25,500 to be shared equally by both of them i.e. $12,750 each.

Personal income tax for 2017 - 10% for income between $0 to $9,325

15% for income between $9,325 to 37,950 i.e. $932.50 plus 15% of the excess over $9325

Mira's tax liability - $932.50+ 15%of ($12,750-$9325)= $932.50+$513.75=$1,446.25

Thus residual profits= $12,750.00-$1,446.25$=$11,303.75

Lemma's tax liability -$932.50+ 15%of ($12,750-$9325)= $932.50+$513.75=$1,446.25

Thus residual profits = $12,750.00-$1,446.25=$11303.75

Therefore Mira's Basis-   $25,000+$50,000*+$11303.75 where 50,000 is a liability

Lemma's basis $25,000+$50,000*+$11303.75 where 50,000 is a liability

c. If the entity is an S corporation, Mira and Lemma each have a basis of $ at the end of the year.

If the entity is a S corporation it is not taxed at the corporate level. It is taxed at the personal level only depending upon profits recived by contributing members.

Profits for the corporation - $30,000 to be shared equally thus Mira and Lemma get $15,000 each.

Personal income tax for 2017 - 10% for income between $0 to $9,325

15% for income between $9,325 to 37,950 i.e. $932.50 plus 15% of the excess over $9325

Mira's tax liability - $932.50+ 15%of ($15000-$9325)= $932.50+$851.25=$1,783.25

Thus residual profits= $15,000-$1,783.25$=$13,216.75

Lemma's tax liability - $932.50+ 15%of ($15000-$9325)= $932.50+$851.25=$1,783.25

Thus residual profits= $15,000-$1,783.25$=$13,216.75

Therefore Mira's Basis-   $25,000+$50,000*+$13,216.75 where 50,000 is a liability

Lemma's basis $25,000+$50,000*+$13,216.75 where 50,000 is a liability