Tax Deductions

Can I take a deduction for casualty and theft losses?

Understanding Deductions for Casualty and Theft Losses

TT

Tax Expert Team

Tax Expert

4 min read
Published on 1 month ago
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Can I Take a Deduction for Casualty and Theft Losses?

Casualty and theft losses may be deductible under certain conditions, but the rules are strict and depend on whether the loss resulted from a federally declared disaster.

General Rules for Casualty and Theft Losses

  • Only casualty losses from federally declared disasters are deductible for personal-use property until 2025.
  • Losses from other causes (e.g., storms, fires, thefts not tied to a federal disaster) are generally not deductible unless you have personal casualty gains reported on Form 4684, line 13.
  • If you have personal casualty gains, you may deduct personal casualty losses up to the amount of those gains.

How to Claim the Deduction

  • Complete Form 4684 to report casualty and theft losses.
  • Use Section A of Form 4684 for personal-use property (not used in a trade or business or for income-producing purposes).
  • Each separate casualty or theft loss must exceed $100 to be considered.
  • The total of all losses (after subtracting $100 per event) must exceed 10% of your adjusted gross income (AGI) shown on Form 1040, line 11b, to qualify for a deduction.

Special Considerations for Rental Property

  • If you own rental property, you may use a worksheet version of Section A of Form 4684 to calculate losses, treating them as personal expenses.
  • For itemizers, enter 10% of your AGI (excluding rental income/losses) on line 17 of the worksheet.
  • Only the rental portion of losses from federally declared disasters can be included in your deduction calculation.

Important Notes

  • You must itemize deductions to claim casualty and theft losses.
  • The worksheet version of Form 4684 is for recordkeeping only — do not file it. Complete a separate Form 4684 to attach to your return.
  • For more details, refer to IRS Publication 547, “Casualties, Disasters, and Thefts.”

Source:
Form 4684 - Casualties and Thefts
Publication 527 - Residential Rental Property
IRS Forms, Instructions, and Publications

Disclaimer: Always verify details with the official Federal or State Department of Revenue Forms and Instructions before filing your tax return.

Key Takeaways

  • Understanding tax deductions can significantly reduce your tax liability
  • Keep detailed records of all tax-related expenses and documents
  • Consult with a tax professional for complex situations

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