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Offsetting gailns and losses?

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    Offsetting gailns and losses?

    My client bought a business and had an immediate offer from someone who wants to buy it from my client at $ 300000 more than he paid.

    My client has stocks on which he would lose $ 200,000 as a long-term capital loss if he sold them.

    If the gains and losses were offset as capital losses he would have a net $ 100000 short term gain taxable at ordinary income.

    My question is: would the sale of the business qualify as a capital gain or would it be a sale of business property reportable on Form 4797?

    If it were reported on Form 4797 it looks he would have a $300000 taxable gain with only a $ 3000 capital loss on the stock. Is this right?

    Since he only bought and sold the business and never operated it, would it be proper to call it 'non-business' investment property and classify it as a capital gain rather than a gain to be reported on Form 4797?

    #2
    Just the facts maam

    What kind of entity was the business and what exactly did he buy?

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      #3
      Originally posted by DonPriebe View Post
      What kind of entity was the business and what exactly did he buy?
      A car wash.

      Comment


        #4
        Did he buy stock or did he buy the assets of the business? If he bought stock, then he would have a short-term gain on the sale of that stock. If he bought the assets of the business and then sold those assets, he would have ordinary gain on Form 4797.

        Maribeth

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