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Passive Activity Loss Group Calculator

Passive losses offset passive gains. This calculator computes.

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$
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Deductible loss

$85,000

Suspended loss

$40,000

Net passive result

$0

How the math works

Deductible = min(losses, income + active income if REP). Suspended = losses − deductible.

On $85k passive income and $125k losses (no REP): $85k deductible, $40k suspended. Suspended accumulates; released upon disposition. REP status: full $125k deductible against active income.

How to Use

  1. Enter passive income total.
  2. Enter passive loss total.
  3. Enter active gains/losses (REP only).
  4. Read deductible loss and suspended.

Frequently Asked Questions

Offset rules?

Passive losses offset passive income on 469 grouped basis. Excess suspended to future. Released on disposition of passive activity. REP status converts to active — offsets W-2 income. Without REP: limited to passive offset.

Tracking?

Form 8582 tracks PAL by activity. Suspended losses carry forward indefinitely. On disposition (sale): released against any income. Sophisticated tax planning tracks by group and individual activity.

Special rules?

Real estate active participation: up to $25k loss against ordinary (phases out $100-150k AGI). Self-rental: income recharacterized (as discussed). Former passive activities: income remains passive. Many gotchas — CPA involvement essential.

How often should I rerun this?

Rerun this calculator whenever inputs change materially — new rent roll data, rate moves, loan balance updates, or quarterly operating data. For active deals, monthly refresh is typical. For stabilized assets under monitoring, quarterly is fine. Treat the output as a decision tool, not a one-time answer — market conditions evolve and so should your analysis.

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