Qualified Business Income Deduction: Section 199A (Portfolio 537)

brody-ellen-2015

Ellen S. Brody

Partner

Roberts & Holland, LLP

elliot-pisem

Elliot Pisem

Partner

Roberts & Holland LLP

Stuart_J_Gross

Stuart J. Gross

Partner

Roberts & Holland LLP

At a glance

I. Introduction
II. Basics of the Section 199A Deduction
III. Qualified Business Income
IV. Qualified REIT Dividends and Qualified Publicly Traded Partnership Income
V. Income from Specified Agricultural or Horticultural Cooperatives
VI. Other

Abstract

Bloomberg Tax Portfolio, Qualified Business Income Deduction: Section 199A, No. 537, discusses a new provision of the Internal Revenue Code, §199A, which provides a 20% deduction for qualified business income, qualified publicly traded partnership income, qualified REIT dividends, and income of, or received from, certain agricultural or horticultural cooperatives. The Portfolio describes the requirements that taxpayers must meet in order to qualify for the deduction, the complex rules that limit taxpayers’ eligibility for the deduction, and the many uncertainties that taxpayers and their advisers face in interpreting the statute.

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