Question

Discuss the ability and limitations for cash basis tax payers deduct prepaid expenses

Discuss the ability and limitations for cash basis tax payers deduct prepaid expenses

Homework Answers

Answer #1
  • Individuals and small business use cash basis of accounting.
  • For deduction of prepaid expenses, there is a rule called 12 month rule.
  • It allows deduction of a prepaid future expense in the current year if it is a benefit that no longer extends than the earlier of: 12 months or until the end of the tax year after the tax year payment is made.
  • As the 12 month rule applies, rent payment for a property used for future years is partially deductible in the current year.
  • Prepaid insurance premiums are deductible to the extent they do not extend the 12 month period after the tax year in which payment is made.
  • Prepaid loan expenses for a personal loan are not deductible at all and the 12 month rule do not apply.
  • Prepaid interest must be deducted in the year it is due, not the year it is paid, even in the cash basis.
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