CPA REG · Federal Taxation of Entities · Free Lesson

Partner's Outside Basis

Free CPA REG (Taxation & Regulation) lesson in Federal Taxation of Entities. 23 min read, ~3,483 words.

A partner contributes land worth $400,000 (basis $60,000) with a $300,000 mortgage for a 25% interest. He believes he has $60,000 of basis. The IRS sees something different. Outside basis is the most-tested concept in subchapter K because it drives deductible losses, taxability of distributions, character of gain on sale, and whether a §754 election is needed.

Every partnership has two parallel basis systems running at all times. Confusing them is the single biggest source of errors on REG.

Outside basis is the partner's basis in the interest itself. It controls deductible losses, distributions, and gain/loss on sale.

Inside basis is the partnership's basis in its assets. It controls depreciation, gain on the partnership's sale, and basis carried into property distributions.

At formation, inside and outside basis usually match: the partnership's inside basis in a contributed asset equals the contributor's adjusted basis (carryover, never FMV). Over time the two can drift apart through purchases, distributions, or §704(c) allocations.

KEY: Outside = partner's basis in the interest. Inside = partnership's basis in its assets. Both start from the contributor's adjusted basis under §721/§723 carryover.

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Common mistakes

Bottom line

Exam shortcut

For initial basis, write the formula: property basis + cash + share of new liabilities - liabilities relieved + gain recognized. Always net the liability shift. For nonrecourse, run the three tiers: built-in gain on contributed property usually pulls the mortgage entirely to the contributor under tier 2. For distributions, ask first: liquidating or nonliquidating? Then: cash or property? Cash always reduces basis dollar-for-dollar, with gain on excess.

The full lesson (about 3,483 words, 23 min read) adds 2 worked examples, all 9 common mistakes, a self-check, free in the app.

Learning objectives

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