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Which of the following is a true statement?

A. Fees for investment advice are included in miscellaneous itemized deductions subject to the 2 percent of AGI limitation.

B. Unreimbursed employee business expenses are included in miscellaneous itemized deductions subject to the 2 percent of AGI limitation.

C. Fees for tax preparation are included in miscellaneous itemized deductions subject to the 2 percent of AGI limitation.

D. Reimbursed employee business expenses are included in miscellaneous itemized deductions subject to the 2 percent of AGI limitation unless the employer's reimbursement plan qualifies as an accountable plan.

E. All of these are true.

User LaC
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1 Answer

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Final answer:

The true statement among the options provided regarding itemized deductions cannot be determined without specifying the tax year due to changes in tax law. Before 2018, certain deductions such as employee business expenses and tax preparation fees were subject to a 2 percent AGI floor, but the Tax Cuts and Jobs Act of 2017 suspended these deductions for tax years 2018 through 2025.

Step-by-step explanation:

The correct statement regarding itemized deductions subject to the 2 percent of adjusted gross income (AGI) limitation is not clearly provided due to changes in tax law. Prior to the Tax Cuts and Jobs Act (TCJA) of 2017, certain miscellaneous deductions such as unreimbursed employee expenses, tax preparation fees, and investment advisory fees were subject to the 2 percent floor. However, the TCJA suspended the deduction for miscellaneous itemized deductions that were subject to the 2 percent of AGI limitation for tax years 2018 through 2025.

Statement A regarding fees for investment advice would have been correct prior to this change. Statement B about unreimbursed employee business expenses and Statement C regarding fees for tax preparation also would have been correct before the TCJA. However, Statement D is incorrect because reimbursed employee business expenses that are covered under an accountable plan are not included in the employee's gross income and thus are not an itemized deduction. Expenses reimbursed under a non-accountable plan are included in the employee's gross income and reported as wages.

User Istvan Szasz
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