Announcement

Collapse
No announcement yet.

1099-a - Abandonment

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

    1099-a - Abandonment

    Client lost her job in 2005 and could not make payments on her home mortgage.
    she moved out of home and let it go back to the mortgage company.
    Client received a 1099-A from mortgage co.
    Box 2 of 1099 balance of mortgage $129,000
    Box 4 Fair Market Value $138,000
    Box 5 Was borrower personally liable for repayment of Debt? Yes box is checked.

    Client lived in the home for more than 2 years. Can we treat this as a sale of
    residence and exclude gain under Sect. 121?

    If not, what would be the best way to handle this?
    Thank all of you for your assistance.

    #2
    Excluded Gain

    Yes, this qualifies as a sale of her personal residence.

    She may not have any gain, or it may be microscopic.

    What was her basis?

    Burton
    Burton M. Koss
    koss@usakoss.net

    ____________________________________
    The map is not the territory...
    and the instruction book is not the process.

    Comment

    Working...
    X