Noi and Tu share equally in the profits, losses, and capital of the accrual basis NT Products LLC. The LLC does not need to report financial information to any third parties, so capital accounts are...


Noi and Tu share equally in the profits, losses, and capital of the accrual basis NT Products LLC. The LLC does not need to report financial information to any third parties, so capital accounts are determined using tax rules (rather than GAAP). Noi is a managing member of the LLC (treated as a general partner) and is a U.S. person. At the beginning of the current year, Noi's capital account has a balance of $427,000, and the LLC has debts of $118,000 payable to unrelated parties. The debts are recourse to the LLC, but neither of the LLC members has personally guaranteed them. Assume that all LLC debt is shared equally between the partners. The following information about NT's operations for the current year is obtained from the LLC's records:






































Ordinary income$562,000
Dividend income8,000
Long-term capital loss18,000
Long-term capital gain22,000
Charitable contribution4,000
Cash distribution to Noi11,000




Year-end LLC debt payable to unrelated parties is $80,000. Assume all transactions are reflected in her beginning capital account and tax basis in the same manner. All NT Products' activities are eligible for the qualified business income deduction. What is Noi's basis in her LLC interest:










a.Noi's basis in the LLC interest at the beginning of the year is?













b.Noi's basis in the LLC interest at the end of the year is ?









c.What income, gains, losses, and deductions does Noi report on her income tax return?



If an amount is zero, enter "0".

































Ordinary income
Net long-term capital gain
Dividend income
Charitable contribution deduction
Cash distribution










d.Based on the information provided, what other calculations is Noi required to make?


Noi may be eligible to deduct up to (fill in the blank)% of the ordinary income as qualified business income under § 199A, and will make that calculation on her return. This deduction   require a cash outflow by Noi or the LLC, and it   affect her basis or capital account. As someone treated as a general partner, Noi's distributive share of the LLC's ordinary business income   subject to self-employment tax and possibly the additional Medicare tax. Her   from the LLC may be subject to the additional tax under § 1411.









e.Prepare Noi's capital account rollforward from the beginning to the end of the tax year. How does her ending capital account differ from her ending basis as calculated in part (a)?




































































Capital account balance, beginning year
   Ordinary income
   Dividend income
   Net long-term capital gain
Less:
   Charitable contribution
   Cash distribution to Amy
Capital account balance, end of year


Noi's capital account differs from her basis only by the amount of her share of LLC  ?(gains/losses/liabilites/assets/distributions)


Jun 09, 2022
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