Skip to content
Warren AI
Sign in
Income Tax Planning
Chapter 3: Fundamentals of Income Tax/PARTIAL LIST OF ITEMIZED DEDUCTIONS (2 OF 2)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Fundamentals of Income Tax

PARTIAL LIST OF ITEMIZED DEDUCTIONS (2 OF 2)

01.Core Concepts

Miscellaneous deductions subject to the 2% AGI limits: • Pursuant to TCJA 2017, all miscellaneous itemized deductions subject to the 2% floor are suspended until tax years beginning after December 31, 2025. OBBBA permanently repeals miscellaneous itemized deductions subject to the 2% floor. Miscellaneous deductions not subject to the 2% AGI limits: • Amortizable premium on taxable bonds • K-12 Educator Expenses • Federal estate tax on income in respect of a decedent • Gambling losses up to the amount of gambling winnings • Impairment-related work expenses of persons with disabilities • Losses from Ponzi-type investment schemes • Unrecovered investment in an annuity