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Income Tax Planning
Chapter 13: Nontaxable Exchanges/ASSUMPTION OF DEBT: EXAMPLE (3 OF 3)
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Chapter Study Session

Chapter 13: Nontaxable Exchanges

ASSUMPTION OF DEBT: EXAMPLE (3 OF 3)

01.Core Concepts

Ryan’s Transaction: (New Property) After Exchange (Old Property) Before Exchange $400,000 FMV $500,000 FMV* 200,000 New Basis 200,000 Basis $200,000 Potential Gain $300,000 Potential Gain *$100,000 Mortgage * Subject to Mortgage Boot $100,000 (mortgage) to Ryan. Recognized gain equal to debt relieved of $100,000.