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Helen, a single taxpayer, has modified adjusted gross income (before passive losses) of $126,000. During the tax year, Helen’s rental house generated a loss of $15,000. Assuming Helen is actively involved in the management of the property, what is the amount of Helen’s passive loss deduction from the rental house?

User Pjv
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2 Answers

3 votes

Final answer:

Helen, who has a modified adjusted gross income of $126,000 and actively manages her rental property, can deduct $12,000 of her $15,000 rental property loss. This is determined after applying the phase-out due to her income level, which reduces her maximum special allowance of $25,000 by $13,000.

Step-by-step explanation:

The question pertains to the allowable passive loss deductions for a single taxpayer with modified adjusted gross income (AGI) and rental property losses. In the case of Helen, with a modified adjusted gross income of $126,000 and a rental property loss of $15,000, the IRS allows a special allowance for a single taxpayer who actively participates in their rental real estate activity. As of the latest tax laws, single filers can claim a passive activity loss of up to $25,000 if their modified AGI is $100,000 or less, which phases out by $0.50 for each dollar above $100,000 and completely phases out at $150,000.

Since Helen's income is $126,000, the phase-out would apply. Here's the calculation: $126,000 (Helen's modified AGI) - $100,000 (beginning of phase-out) equals $26,000 over the limit. The phase-out would be $26,000 * $0.50 = $13,000. Therefore, Helen's allowable passive loss deduction would be $25,000 (max allowable) - $13,000 (phase-out) = $12,000.

Thus, Helen can deduct $12,000 of her $15,000 rental property loss against her regular income. The remaining $3,000 loss that cannot be deducted in the current year can be carried forward to subsequent years subject to similar passive loss limitation rules.

User Snukker
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3 votes

Answer:

So Helen can only make a deduction of $12000 from the value.

Step-by-step explanation:

The amount is given as

The maximum value of phase out allowance is $25000

The value of loss reduction is calculated for the value of MAGI greater than $100,000 which is $26000 in this case thus the solution is given as

$25000-50% *$26000

=$25000-0.5*$26000

=$25000-$13000

=$12000

User Khushneet
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