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Income Tax Planning
Chapter 7: Itemized Deductions/MISCELLANEOUS ITEMIZED DEDUCTIONS:
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Itemized Deductions

MISCELLANEOUS ITEMIZED DEDUCTIONS:

01.Core Concepts

BEFORE 2018 Fully Deductible (Tier I) (Not Subject to 2% Hurdle) • Gambling Losses to Extent of Gains • Credit for Estate Tax on IRD Assets • Loss on Annuity Contracts (death of annuitant) • Repayment of Income Deductible (Tier II) (Subject to 2% Hurdle) • Unreimbursed Employee Business Expenses (travel, journals, uniforms, union dues) • Hobby Expenses to Extent of Hobby Income • Investment Expenses (e.g., fees) • Tax Advice and Preparation • Losses on Terminated IRAs • Educational Expenses to Maintain or Improve Taxpayer Competency • Home Office Deduction NOTE: After the enactment of TCJA 2017, Tier II Miscellaneous Itemized Deductions are not deductible for tax years 2018 - 2025. OBBBA permanently repeals the deduction for Tier II miscellaneous itemized deductions.