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New Member
posted May 6, 2021 6:25:41 AM

Help calculating NOL

I have a significant loss from my partnership this year (K-1 loss).  I am attempting to calculate my net operating loss, but the directions from the IRS are somewhat confusing.  Can someone please help walk me through it? 

0 4 948
4 Replies
Level 15
May 6, 2021 6:53:26 AM
New Member
May 6, 2021 7:12:40 AM

Yes, but it isn't very straightforward.  I basically only have numbers for lines 1-9.  Here are some random numbers to see if I am thinking correctly. 

 

Let's say my AIG is $2,800.  Line 1 is AIG minus standard deduction.  So $2800 minus $24,800 so -$22,000.  Is that correct thinking?

 

I have nothing for lines 2-5.  Then line 6 is non-business deductions.  Am I supposed to input the standard deduction value here too?  That's what it seems by the worksheet. 

 

Then line 7 is nonbusiness income.  Let's say $12,800 for that.  Line 8 is lines 5+7 so it is also $12,800.

 

Line 9 is the difference between lines 6 and 8 so that is $12,000.

 

Nothing for lines 10-23.

 

Line 24 combines line 1, 9,17, 21-23 for total NOL.  Line 1 (-$22,000) plus line 9 ($12,000) equals $10,000 for my NOL.  Is that correct?  It isn't very clear, and that number doesn't really make much logical sense.  Any input would be great.

Level 15
May 6, 2021 7:52:27 AM

Re Lines 6 and 7, if you scroll down a bit you will find more specific instructions.

 

You will factor in the standard (or itemized) deduction more than once.

Level 15
May 6, 2021 1:34:03 PM

Line 6—Nonbusiness
Deductions
Enter as a positive number deductions
that aren't connected with a trade or
business. They include:
• IRA deductions;
• Health savings account deduction;
• Archer MSA deduction;
• Deductions for payments on behalf of
a self-employed individual to a SEP,
SIMPLE, or qualified plan;
• Alimony paid;
• Most itemized deductions (except for
casualty and theft losses resulting from
a federally declared disaster and state
income tax on trade or business
income); and
• Standard deduction

 

 

$10K would seem correct.

another way to compute the NOL

the excess of business losses over business income (with nonbusiness income $12,800 and AGI $2,800 it would seem this number is $10,000

reduced by the excess, if any,  of nonbusiness income over nonbusiness deductions. since nonbusiness income is $12,800 and nonbusiness deductions are $24,800, there is no reduction.

so your NOL is $10K