Sally owns real property for which the annual property taxes

Sally owns real property for which the annual property taxes are $8,000. She sells the property to Shelley on February 28, 2015, for $550,000. Shelley pays the real property taxes for the entire year on October 1.

a. How much of the property taxes can be deducted by Sally and how much by Shelley?

b. What effect does the property tax apportionment have on Shelley’s adjusted basis in the property?

c. What effect does the apportionment have on Sally’s amount realized from the sale?

d. How would the answers in (b) and (c) differ if the taxes were paid by Sally?

 

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