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Income Tax Planning
Chapter 15: Alternative Minimum Tax/BUSINESS-RELATED CHANGES (2 OF 2)
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Chapter Study Session

Chapter 15: Alternative Minimum Tax

BUSINESS-RELATED CHANGES (2 OF 2)

01.Core Concepts

Depletion (Exclusion Item) • Deduction must be recomputed considering allowable AMT income and deductions from the activity • Limited to AMT tax basis in the activity Qualified Small Business Stock IRC Section 1202 (Exclusion Item) • Allows exclusion of up to 100% of capital gain from income (if purchased after Sept. 27, 2010) • Exclusion applies to both regular tax and AMT. • If purchased before September 28, 2010, when AMT applies, 7% of excluded gain is added back.