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Income Tax Planning
Chapter 7: Itemized Deductions/PERSONAL CASUALTY LOSS: EXAMPLE 2
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Itemized Deductions

PERSONAL CASUALTY LOSS: EXAMPLE 2

01.Core Concepts

• Continuing with the facts from the prior example, assume that Dwight’s AGI for the year is $100,000. • Dwight’s casualty loss of $200,000 must be reduced by $100. • The resulting loss is only deductible to the extent it exceeds 10% of AGI. • The deductible portion of Dwight’s casualty loss is $189,900 ($200,000 - $100 - $10,000 [10% of AGI]). • Had the loss not been caused by a presidentially or state declared disaster, it would not be deductible.