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Income Tax Planning
Chapter 11: The Taxation of Capital Assets/RECOGNITION EVENT WORTHLESS SECURITIES:
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: The Taxation of Capital Assets

RECOGNITION EVENT WORTHLESS SECURITIES:

01.Core Concepts

EXAMPLE On December 28 of last year, Jasmine purchased 1,000 shares in Jafar Industries, Inc. The company declared bankruptcy on January 5 of the current year, and the security became worthless. For federal income tax purposes, when a security becomes worthless, a constructive sale occurs on December 31 of that year. Therefore, Jasmine will have a recognition event due to the bankruptcy of Jafar Industries, Inc. as of December 31 of the current year.