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Regarding the transfer of land, which of the following statements is correct?

A) If the land is transferred by gift, the adjusted basis to the donee will be the fair market value at the date of the decedent's death.
B) If the land is transferred by inheritance, the adjusted basis to the donee will be a carryover basis.
C) If the land is transferred by gift, the adjusted basis to the donee will be the fair market value at the date of the decedent's death.
D) If the land is transferred by inheritance, the adjusted basis to the donee will be a carryover basis.

1 Answer

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Final answer:

The correct statement about land transfer is misunderstood in the question. For inheritance, the adjusted basis is the fair market value at the decedent's death, known as a 'step-up in basis', while for gifts, it is a carryover of the donor's basis.

Step-by-step explanation:

Regarding the transfer of land and determining the adjusted basis to the recipient, the correct statement is: D) If the land is transferred by inheritance, the adjusted basis to the donee will be a carryover basis. This statement, however, contains a mistake as it should read 'If the land is transferred by inheritance, the adjusted basis to the donee will be the fair market value at the date of the decedent's death'. This is often referred to as a 'step-up in basis'. On the other hand, a carryover basis is typically applied when the land is transferred by gift and the donee's adjusted basis would be the same as the donor's basis before the gift was made. In both scenarios, it is important to have a clear understanding of these concepts for tax purposes and to prevent any potential disputes.

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