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In 2018, Zack’s personal-use motorcycle (AB = $21,000; FMV of $20,000) and perso

ID: 2339906 • Letter: I

Question

In 2018, Zack’s personal-use motorcycle (AB = $21,000; FMV of $20,000) and personal-use boat (AB = $30,000; FMV of $33,000) were completely destroyed by a wild fire (federally-declared disaster). Zack filed an insurance claim for each of the casualty losses, but both claims were denied in 2018.

In 2018, Zack’s personal-use car (AB = $35,000; FMV = $15,000) was stolen.

Zack’s AGI for 2018 was $100,000.

What is the amount of Zack’s casualty loss deduction (after applying the appropriate reductions) if he takes the deduction in 2018?

Explanation / Answer

Casualty and theft losses are limited to a $100 threshold per loss event and an overall threshold of 10 percent of adjusted gross income. They do not include any property that is covered by insurance if the insurance company reimburses you for the loss.

Casulty loss is the lesser of either:

In given question there are two events

1) Casualty loss

2) Theft loss

Event 1 : Casualty Loss

Motorcycle: $20,000

Boat $ 30,000

Total $ (50,000-100) = $49,900

Event 2: Theft $(15000-100) = $ 14,900

Total = $(49,900+14,900)= $ 64,800

10% AGI Threshold = ($100,000*10%) = $10,000

Deductible losses = $64,800-$10,000 = $54,800