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Posted

T/P sold rental property this year at a loss.

Had been taking 100% write offs and depreciation for the time that it was a rental.

However at time of sale 2 1099-S were issued, one to T/P and one to T/P brother because he was on title. It was a SHORT SALE, however, not 1099-C has been issued...should we wait?? Are they going to receive something.

Money was used to pay off the mortgage, however T/P brother (he never received any money) is wondering what to do with the 1099-S...

Now, do I split the sale on the 4797 only showing T/P portion? Then the brother is requesting documentation for me because he needs to report the sale as well.

Let me know if the Wonderful ATX Community needs more info...

Dazed and Confused...

Posted

Since they owned it jo8intly, they should have been splitting it all along. But I'd tell the inactive brother to just show the sale on Sch D, as 'investment property', and take his loss. And I'd have my client show the sale on the 4797, by using the disposition tab in the asset entry form.

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