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Two months after Tim purchased Blackacre for $40,000, he died. The fair market value (FMV) of Blackacre as of the date of Tim's death was $45,000. He left Blackacre to his son, Kelvin. Since Kelvin was the only beneficiary of the estate and there were no estate taxes due, the title to the property was transferred to Kelvin within one month of Tim's death. Two weeks after receiving the title to the property, Kelvin sold Blackacre for $48,000. What is the amount and type of income that Kelvin will report on the sale?

A) $8,000 short-term capital gain
B) $8,000 long-term capital gain
C) $3,000 short-term capital gain
D) $3,000 long-term capital gain

User Keira
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Final answer:

Kelvin will report a $3,000 long-term capital gain from the sale of Blackacre, since inherited property gets a step-up in basis to the FMV at the date of the decedent's death, and the gain is considered long-term regardless of the actual holding period. D) $3,000 long-term capital gain

Step-by-step explanation:

When Kelvin sold Blackacre for $48,000 after inheriting it from his father Tim, the amount and type of income he would report depends on the fair market value (FMV) on the date of Tim's death and the selling price. Since the FMV of Blackacre as of the date of Tim's death was $45,000 and Kelvin sold the property for $48,000, he would realize a gain of $3,000. Under the step-up in basis rules, the beneficiary's basis in inherited property is the FMV of the property on the date of the prior owner's death. In this case, Kelvin's basis in Blackacre would be $45,000, and since he sold it for $48,000, he would report a $3,000 gain on the sale.

The type of gain is determined by the holding period. Because he sold the property within one year of inheriting it, normally this would be considered a short-term capital gain. However, for inherited assets, the holding period is automatically considered long-term. Therefore, Kelvin should report a $3,000 long-term capital gain.

Based on the given options, the correct answer is D) $3,000 long-term capital gain.

User Amrish Pandey
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