3 Losses and Limitations

US Tax Code Essentials · 7:59

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Lyrics

[Verse 1]
When you invest your money, there's a rule to know
At-risk limitations, that's how losses flow
Four sixty-five says you can only deduct what's real
The amount you're liable for, that's the deal
If you borrowed with no recourse, it won't count today
Only what you could lose gets to reduce your pay

[Chorus]
Three big limits on your losses, learn them one by one
At-risk, passive, and excess business when the year is done
NOL and hobby rules complete the five we need to know
These limitations control how much loss you get to show

[Verse 2]
Passive activities under four sixty-nine
Material participation draws the line
Seven tests to check if you're involved enough
Five hundred hours or more makes the standard tough
Real estate professionals get a special break
But rental activities need careful steps to take

[Chorus]
Three big limits on your losses, learn them one by one
At-risk, passive, and excess business when the year is done
NOL and hobby rules complete the five we need to know
These limitations control how much loss you get to show

[Verse 3]
Excess business losses hit when you make too much
Two eighty-nine for single, five seventy-eight for joint touch
These thresholds get indexed, they rise each year
When your income's higher, the limit's crystal clear

[Bridge]
NOL carries forward with no time to end
But only eighty percent of income you can spend
Nine factors test if your hobby's really trade
Profit motive matters in the grade they've made

[Outro]
From at-risk rules to passive loss
Every limit has its cost
Know these rules and you'll succeed
These five limits are what you need

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