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At Risk and Basis

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    At Risk and Basis

    HI all,

    Is it me or does the basis ordering rules and Form 6198 at-risk calculations not jive?

    Basis ordering rule:

    Beginning basis 10,000 plus income items 15,000 less distributions 20,000 gives you 5,000 basis before deducting loss items. Loss items, say nondeductible expenses, 8,000. You're left with 3,000 in suspended losses and zero basis.

    Then you enter the above on Form 6198 (at-risk limitations) and it first nets the income and loss items, net 7,000 [15,000 less 7,000]. Nothing is suspended. But you're left with distributions in excess of at-risk of 3,000 [10,000 original basis plus 7,000 net positive income less 10,000 distributions] and zero basis.

    The ordering rules are inconsistent. Does anyone else have this problem? We use Proseries software. Thanks.

    Regards,
    jdemellocpa

    #2
    They are different. One is cost plus whatever you add to the cost minus whatever you deduct from the cost.

    At risk is how much money is actually yours, or you actually have to repay. Not put the best way but see TTB 7-14 for a better explanation.
    JG

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