Accounting · CPA

CPA REG

Taxation and business law concepts tested on the CPA REG exam section.

45 cards · basic cards · AI-written, checked twice. Edit anything.

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What does AGI stand for in individual taxation?
Adjusted gross income.
Gross income for federal tax purposes includes income from what sources?
All sources, unless specifically excluded by law.
What is the holding period required for a capital gain to be long-term?
More than one year.
How much net capital loss can an individual deduct against ordinary income per year?
$3,000 ($1,500 if married filing separately).
Under Section 1245, depreciation recapture on the sale of personal property is taxed as what type of income?
Ordinary income.
Under Section 1250, depreciation recapture applies to what type of property?
Depreciable real property.
Since 2018, Section 1031 like-kind exchange deferral applies only to what type of property?
Real property held for business or investment use.
What does the wash sale rule disallow?
A loss deduction when substantially identical stock is repurchased within 30 days before or after the sale.
What can a passive activity loss generally be used to offset?
Passive activity income only, not ordinary income.
What do at-risk rules limit for a taxpayer?
The deductible loss to the amount the taxpayer has economically at risk in an activity.
What is the purpose of the alternative minimum tax (AMT)?
To ensure taxpayers with certain tax preference items still pay a minimum amount of tax.
The qualified business income deduction under Section 199A allows eligible taxpayers to deduct up to what percentage of QBI?
20 percent.
What is the kiddie tax?
A rule taxing a child's unearned income above a threshold at the parent's marginal tax rate.
What is one requirement to file as head of household?
Paying more than half the cost of keeping up a home for a qualifying person.
What is the AGI floor for deducting medical expenses as an itemized deduction?
7.5 percent of AGI.

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