LIFO Reserve Calculation for CFA Level 1 Exam

LIFO Reserve Calculation

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Question

Beginning inventory of 50 units, purchased at $5

50 units purchased at $10

35 units purchased at $9

25 units sold at $15

70 units sold at $12

Tax rate = 40%

Beginning LIFO reserve = $300 -

Given the above, the LIFO reserve at the end of the period is ________.

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Explanations

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A. B. C. D.

D

COGS = Beginning inventory - Ending inventory + Purchases.

FIFO COGS = 50*5 + 45*10 = $700. LIFO COGS = 35*9 + 50*10 + 10*5 = $865. Beginning inventory = 50*5 = $250. Purchases = 50*10 + 35*9 = $815.

Therefore, FIFO ending inventory = 250 + 815 - 700 = 365 and LIFO ending inventory = 250 + 815 - 865 = 200.

The LIFO Reserve is defined as the difference between the values of the inventory under FIFO and under LIFO. Therefore, LIFO reserve = 365 - 200 = 165.