Line 17 Case Study

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Line 17—Disposition of exercised the option is not taxable for the excess, if any, of: Property the regular tax. His regular tax basis in 1. The fair market value of the stock the stock at the end of 2009 is $20,000. Your AMT gain or loss from the For the AMT, however, Ash must acquired through exercise of the option disposition of property may be different include the $180,000 as an adjustment (determined without regard to any lapse from your gain or loss for the regular on his 2009 Form 6251. His AMT basis restriction) when your rights in the tax. This is because the property may in the stock at the end of 2009 is acquired stock first become have a different adjusted basis for the $200,000. transferable or when these rights are AMT. Use this line to report any AMT…show more content…
For the regular tax, Ash has in the same year, the tax treatment adjustment related to (3) above. Then, a long-term capital gain of $50,000 under the regular tax and the AMT is refigure Form 4684, Form 4797, and ($60,000 minus his regular tax basis of the same, and no adjustment is Schedule D for the AMT, if applicable, $10,000). For the AMT, Ash has a required. by taking into account any adjustments long-term capital loss of $40,000 Increase your AMT basis in any you made this year or in previous years ($60,000 minus his AMT basis of stock acquired through the exercise of that affect your basis or otherwise result $100,000). an ISO by the amount of the in a different amount for the AMT. Ash has no other sales of stock or adjustment. Keep adequate records for If you have a capital loss after other capital assets for 2010. Ash both the AMT and regular tax so that refiguring Schedule D for the AMT, enters a total negative adjustment of you can figure your adjustment. See apply the $3,000 capital loss limitation $118,000 on line 17 of his 2010

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