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Income Tax Planning
Chapter 14: Passive Activity Rules/PALs: INSTALLMENTS AND EXCHANGES
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 14: Passive Activity Rules

PALs: INSTALLMENTS AND EXCHANGES

01.Core Concepts

Installment Notes • PALs must be deferred over the term of the note. • Use same percentage as gain recognized to determine the portion of suspended loss to be deducted each year. Nontaxable Exchange • Suspended losses are carried over to the replacement property.