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During the current year, Ron and Anne sold the following assets: (Use the dividends and capital gains tax rates and tax rate schedules. ) Capital Asset Market Value Tax Basis Holding Period L stock $ 50,000 $ 41,000 > 1 year M stock 28,000 39,000 > 1 year N stock 30,000 22,000 < 1 year O stock 26,000 33,000 < 1 year Antiques 7,000 4,000 > 1 year Rental home 300,000* 90,000 > 1 year *$30,000 of the gain is 25 percent gain (from accumulated depreciation on the property). Ignore the Net Investment Income Tax. A. Given that Ron and Anne have taxable income of only $20,000 (all ordinary) before considering the tax effect of their asset sales, what is their gross tax liability for 2019 assuming they file a joint return? (Round all your intermediate computations to the nearest whole dollar amount. )

User Geoffrey
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Final answer:

Ron and Anne's gross tax liability for 2019 is $35,800.

Step-by-step explanation:

To calculate Ron and Anne's gross tax liability for 2019, we need to determine their taxable income by adding the sales proceeds of their assets to their ordinary income. The sales proceeds for the assets are as follows:

  • L stock: $50,000
  • M stock: $28,000
  • N stock: $30,000
  • O stock: $26,000
  • Antiques: $7,000
  • Rental home: $300,000

The total sales proceeds is $441,000. Now we need to calculate the total gain on the sales of the assets. The gain for each asset is as follows:

  • L stock: $9,000 ($50,000 - $41,000)
  • M stock: -$11,000 ($28,000 - $39,000)
  • N stock: $8,000 ($30,000 - $22,000)
  • O stock: -$7,000 ($26,000 - $33,000)
  • Antiques: $3,000 ($7,000 - $4,000)
  • Rental home: $210,000 ($300,000 - $90,000)

The total gain on the sales of the assets is $212,000. Now we can calculate their taxable income:

Ordinary income: $20,000

Gain on sales of assets: $212,000

Total taxable income: $232,000

Using the tax rate schedules, we can determine their tax liability:

The tax liability on the ordinary income is calculated using the tax rates for the given taxable income bracket. Let's assume the tax rate for their bracket is 20%. The tax liability on the ordinary income would be $4,000 ($20,000 x 0.20).

The tax liability on the gain from the sales of the assets is calculated using the tax rates for capital gains. Let's assume the tax rate for long-term capital gains (assets held for more than 1 year) is 15% and the tax rate for short-term capital gains (assets held for less than 1 year) is 25%. The tax liability on the gain from the sales of the assets would be $31,800 ($212,000 x 0.15 + $9,000 x 0.25).

Therefore, their gross tax liability for 2019 would be $35,800 ($4,000 + $31,800).

User Matmas
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