Omniocular reports on a calendar tax year. Omniocular's earnings and profits as of December 31, 2023, were $55,000. Omniocular's 2023 taxable income was $15,000. Omniocular's assets at the end of 2023 are as follows: Omniocular Assets December 31, 2023 Asset Adjusted Basis FMV Cash $ 50,000 $ 50,000 Accounts receivable 20,000 20,000 Investments in stocks and bonds 700,000 700,000 Investment in land 90,000 100,000 Inventory (LIFO) 80,000*Footnote asterisk 125,000 Equipment 40,000 35,000 Totals $ 980,000 $ 1,030,000 *Footnote asterisk$110,000 under FIFO accounting. On March 31, 2024, Omniocular sold the land for $42,000. In 2024, Omniocular sold all the inventory it had on hand at the beginning of the year. This was the only inventory it sold during the year. Other Income or Expense Items for 2024 Sales revenue $ 155,000 Salary to owners (50,000) Employee wages (10,000) Depreciation expense (5,000) Miscellaneous expenses (1,000) Interest income 40,000 Qualified dividend income 65,000 Assume that if Omniocular were a C corporation for 2024, its taxable income would have been $88,500. How much LIFO recapture tax is (in total) is Omniocular required to pay, and when is the first installment due? How much built-in gains tax, if any, is Omniocular required to pay? How much excess net passive income tax, if any, is Omniocular required to pay?

SWFT Comprehensive Vol 2020
43rd Edition
ISBN:9780357391723
Author:Maloney
Publisher:Maloney
Chapter6: Deductions And Losses: In General
Section: Chapter Questions
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    • Omniocular reports on a calendar tax year.
    • Omniocular's earnings and profits as of December 31, 2023, were $55,000.
    • Omniocular's 2023 taxable income was $15,000.
    • Omniocular's assets at the end of 2023 are as follows:
    Omniocular Assets
    December 31, 2023
    Asset Adjusted Basis FMV
    Cash $ 50,000 $ 50,000
    Accounts receivable 20,000 20,000
    Investments in stocks and bonds 700,000 700,000
    Investment in land 90,000 100,000
    Inventory (LIFO) 80,000*Footnote asterisk 125,000
    Equipment 40,000 35,000
    Totals $ 980,000 $ 1,030,000

    *Footnote asterisk$110,000 under FIFO accounting.

    • On March 31, 2024, Omniocular sold the land for $42,000.
    • In 2024, Omniocular sold all the inventory it had on hand at the beginning of the year. This was the only inventory it sold during the year.
    Other Income or Expense Items for 2024
    Sales revenue $ 155,000
    Salary to owners (50,000)
    Employee wages (10,000)
    Depreciation expense (5,000)
    Miscellaneous expenses (1,000)
    Interest income 40,000
    Qualified dividend income 65,000
    • Assume that if Omniocular were a C corporation for 2024, its taxable income would have been $88,500.
    • How much LIFO recapture tax is (in total) is Omniocular required to pay, and when is the first installment due?
  1. How much built-in gains tax, if any, is Omniocular required to pay?
  2. How much excess net passive income tax, if any, is Omniocular required to pay?
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