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Income Tax Planning
Chapter 3: Fundamentals of Income Tax/DEDUCTIONS FOR AGI (ABOVE-THE-LINE)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Fundamentals of Income Tax

DEDUCTIONS FOR AGI (ABOVE-THE-LINE)

01.Core Concepts

Above the line, continued Above the line • Business expenses • Alimony paid * • Rental or royalty income expenses • Contributions to traditional IRAs • Losses from the sale of business property • Interest paid on student loans (maximum $2,500) • Moving expenses ** • Contributions to SEP, SIMPLE or qualified plan • K-12 educator expenses (maximum $350 in 2026) • Contributions to Health Savings Account