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Joe Taxpayer has the following losses from his rental properties. His AGI is $110,000. Show a schedule of deductible losses, if any, by property and the carry forward, if applicable. He actively participates. ($10,000) ($20,000) ($70,000) Would your answer change if Joe was married?

User LoMaPh
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Final answer:

Joe Taxpayer can deduct $20,000 of his rental property losses against his AGI of $110,000, and the remaining $80,000 can be carried forward to future years. This deductible amount is independent of his marital status, as the limit and phase-out threshold remain the same.

Step-by-step explanation:

For an individual actively participating in rental real estate activities with an adjusted gross income (AGI) of $110,000, the tax code permits the deduction of passive activity losses up to $25,000 under certain conditions. This deduction phases out at a rate of $0.50 for every dollar the AGI exceeds $100,000, so once AGI hits $150,000, the deduction is eliminated entirely.

Joe Taxpayer is able to deduct losses from the rental properties up to the limit determined by his AGI.

Because his AGI is $110,000, his deduction limit is reduced by

$5,000 (($110,000 - $100,000) * $0.50),

thus allowing

$20,000 ($25,000 - $5,000) in losses.

His rental property losses are ($10,000), ($20,000), and ($70,000), totaling ($100,000).

He can deduct $20,000 of these losses and carry forward the remaining $80,000.

If Joe was married, the limit would apply to their joint income, but the maximum deductible amount and phase-out thresholds would remain the same unless his spouse also has rental property losses or income that might affect the total AGI and rental activity loss limits.

User Matt Jacob
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