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IRS Form — Casualties and Thefts

Form 4684 — Casualties and Thefts

Form 4684 is used to report gains and losses from casualties and thefts. After TCJA (2018–2025), personal casualty losses are deductible only if they arise from a federally declared disaster. Under OBBBA, this restriction continues through 2033. For tax professionals, Form 4684 is relevant for clients in federally declared disaster areas — and for business casualty losses, which remain fully deductible.

✓ Verified 2026 Casualty Loss Rules (OBBBA)
✓ Federal Disaster Requirement Confirmed
✓ Business Casualty Loss Rules Confirmed
✓ Insurance Reimbursement Rules Confirmed
Federal Disaster
Personal Casualty Losses — Only Federally Declared Disasters
10% AGI
Personal Casualty Loss Floor (After $100 Per Event)
Business Losses
Fully Deductible — No Federal Disaster Requirement
IRC §165
Casualty Loss Authority

Key Rules and Authority

RuleDetail
Personal CasualtyFederally declared disaster only (through 2033)
Per-Event Floor$100
AGI Floor10% of AGI
Business CasualtyFully deductible — no disaster requirement
Insurance ReimbursementReduces deductible loss
Gain from CasualtyTaxable if insurance exceeds basis

Personal vs. Business Casualty Losses

The tax treatment of casualty losses depends on whether the property is personal or business property. For personal property (home, personal vehicle, personal belongings), casualty losses are only deductible if the loss arises from a federally declared disaster, and the deductible amount is reduced by $100 per event and 10% of AGI. For business property (business equipment, business vehicles, rental property), casualty losses are fully deductible as ordinary losses — there is no federal disaster requirement, no $100 floor, and no AGI floor. Business casualty losses are reported in Section B of Form 4684 and flow to Form 4797.

Frequently Asked Questions

My client's home was damaged in a hurricane that was declared a federal disaster. How do I calculate the deduction?
The deductible casualty loss for personal property in a federally declared disaster is calculated as: (1) determine the lesser of the decrease in fair market value or the adjusted basis of the property; (2) subtract any insurance reimbursement received or expected; (3) subtract $100 (per-event floor); (4) the result is the "casualty loss" — subtract 10% of AGI from the total of all casualty losses for the year to get the deductible amount. The deduction is claimed on Schedule A as an itemized deduction. If the client receives insurance proceeds in a later year, they may need to include the proceeds in income to the extent the deduction provided a tax benefit.
Casualty Loss Advisory

Form 4684 planning — federal disaster casualty losses, business casualty losses, insurance reimbursement analysis — is a specialized service for clients in disaster-affected areas. Join the Uncle Kam marketplace.

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Quick Reference
Personal CasualtyFederal disaster only (through 2033)
Per-Event Floor$100
AGI Floor10%
Business CasualtyFully deductible
Insurance ReimbursementReduces loss
Gain from CasualtyTaxable if insurance exceeds basis

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