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Income Tax Planning
Chapter 6: Introduction to Deductions/ALIMONY DEDUCTION: EXAMPLE
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Chapter 6: Introduction to Deductions

ALIMONY DEDUCTION: EXAMPLE

01.Core Concepts

Willie and Maye divorced in October 2018. They had been married for 15 years, and had two children, Erin (14 years old) and Hank (12 years old). Under the terms of the divorce decree, Willie is required to pay Maye $2,000 per month in alimony for four years, $1,500 for the next two years, and $1,000 per month for the following two years. Willie’s alimony deduction each month will be $1,000. Even though the divorce decree classified the payment as alimony. Deductible Alimony Payment Event Monthly Alimony Year $1,000 $2,000 Year 1 $1,000 $2,000 Year 2 $1,000 $2,000 Year 3 $1,000 $2,000 Year 4 $1,000 Erin turned 18 $1,500 Year 5 $1,000 $1,500 Year 6 $1,000 Hank turned 18 $1,000 Year 7 $1,000 $1,000 Year 8 TCJA modifies alimony rules for divorces after 2018.