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Level 2
posted Oct 24, 2024 6:20:38 PM

Sale of a Gift

My wife and I gifted a rental condo to our son who also operated it as a rental.

The market value of the condo was reported as $258,0000 with $129,000 reported on each of our separate form 709 Gift Tax Returns. The computed tax for each of our returns was $43,606. Our lifetime gift credit was reduced by that amount for each of us. 

The question is: IF OUR SON SELLS THE CONDO IN 2024 FOR $238,000, DOES HE HAVE A REPORTABLE LOSS OF $20,000 FOR HIS TAX PURPOSES?

0 4 10954
1 Best answer
Level 15
Oct 25, 2024 7:46:04 AM


4 Replies
Level 15
Oct 24, 2024 7:05:22 PM

Level 2
Oct 25, 2024 7:36:37 AM

Hello and Thank You for your response yesterday.

$70,388 was the adjusted basis with depreciation taken as reported on our Form 709.

Level 15
Oct 25, 2024 7:46:04 AM


Level 2
Oct 25, 2024 9:36:05 AM

That's what he did.  Thank you for your help.  We really appreciate it!

 

Paul Albert