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We have two $200,000 investment properties in Florida that have purchase offers of $50,000 each. The bank that originally held the mortgages has been taken over by FDIC. Assuming the short sales are accepted, is there any chance the FDIC will NOT issue 1099's for forgiveness of debt? If not, is there any hope of having our tax liability reduced? We are retired with limited income and no other debt.

Submitted: 15 days and 8 hours ago.
Category: Tax
Value: $30
Status: CLOSED
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State/Country relating to question: Maryland

Already Tried:
We've spoken with our CPA, 2 attorneys, and real estate professionals. No one seems to know for certain.

Accepted Answer

Hello mgo,

 

Anytime that you have a forgiveness of debt by a lender, they are required by law to issue a 1099 form. This is not an option they have of whether or not to issue this form, as it is required by law they they do so.

 

When you are issued a 1099 form to report this cancelled debt, you may still qualify to exlcude this debt from your taxable income if you either

 

a) File bankruptcy and have the property taken by the bankruptcy trustee or

b) Show that you were insolvent at the time this cancelled debt occured.

 

To show that you were insolvent, you would need to file Form 982 with your tax return and attach a statement which showed a listing of your assets and liabilities. If your liabilities were more than your assets by at least the amount of the forgiven debt, then you would not be liable for any tax on this amount.

 

If you do not file bankruptcy and you cannot show that you were insolvent, then you will be liable for tax on the full amount of the debt which is forgiven.

 

If this was helpful please press the Accept button.

 

Thank you mgo

 

 

 

 

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Expert: Merlo
Pos. Feedback: 99.8 %
Accepts: 
Answered: 11/7/2009

Accountant

25+ years tax consulting. Specializing in returns for US citizens living abroad

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