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Free tool · Rental property owners

Rental PAL calculator

Rental losses are passive by default. Most investors can only deduct up to $25,000 per year — and that allowance phases out completely above $150,000 AGI. Enter your numbers to see what’s actually deductible this year versus what gets suspended in carryforward.

The $25k exception

At AGI $100k or below, you can deduct up to $25,000 of rental losses against ordinary income. Above $100k, it phases out. At $150k AGI, it’s gone entirely.

Suspended losses aren’t lost

Losses that can’t be deducted this year carry forward indefinitely. They release when you have passive income or sell the property.

Educational estimate — not tax advice. Passive activity determinations are fact-specific. Confirm with your CPA.

Rental property activity

Aggregate totals across all your rental properties

$18,000

Total rent received before any expenses

$0$80k
$15,000

Mortgage interest, property tax, insurance, repairs, management fees

$0$80k
$10,000

Annual depreciation deduction (building cost ÷ 27.5 years)

$0$40k
Net rental result($7,000)

Net loss — passive activity rules determine how much is deductible

Your tax situation

$150,000

Used to calculate the $25k allowance phase-out

$50k$500k

Carryforward from prior years — enter 0 if first year or no carryforward

$

750+ hours/year in real property businesses + more than half your work time

This year’s rental result

($7,000)

Net rental loss

Loss allocation

Deductible this year

Allowance phased out at your AGI

$0

Suspended this year

Added to carryforward

$7,000
DeductibleSuspended

$$7,000 suspended — AGI too high for the allowance

At AGI $150k+, the $25k allowance is fully phased out. Losses are suspended until you have passive income or sell the property.

Educational estimate. Passive activity determinations are fact-specific. Confirm with your CPA before filing.

Three ways to unlock rental losses

The default passive classification has three exceptions — each with different requirements and tradeoffs.

AGI ≤ $100k

$25k allowance

If AGI is $100,000 or below and you actively participate (approve tenants, set rents, authorize repairs), up to $25,000 of rental losses can offset ordinary income annually. Phases out $100k–$150k. Gone above $150k.

750+ hours / majority of work time

Real Estate Professional

A Real Estate Professional (750+ hours in real property businesses, more than half of total work time) can treat rentals as non-passive — if they also materially participate in each property. Most W-2 employees can't meet the majority test.

Avg stay ≤ 7 days + 500 hrs

Short-term rental (7-day rule)

An STR with average stays of 7 days or fewer isn't a rental activity under IRC 469(c)(2). It's treated as a business for passive purposes. Material participation (typically 500+ hours) makes losses non-passive — deductible against any income.

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Work with us

Suspended losses are real money.

If your rental losses have been piling up in carryforward, there may be a structural reason — and a strategy to change it. A 30-minute conversation about your property situation, AGI, and goals can identify whether the STR 7-day rule, REP status, or a different approach makes sense.

Talk with Matt