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Excess business loss cap

Updated over 2 weeks ago

Summary Even after you clear the at risk and passive activity hurdles the IRS sets one more gate for non corporate taxpayers. Section 461 caps the total business loss you can use in a single tax year. Any amount above the cap becomes a net operating loss that carries forward to future years.

What the cap is

Section 461 applies to individuals trusts and estates that own pass through businesses such as partnerships. For tax year 2025 the cap is approximately $313,000 for single filers and $626,000 for married filing jointly. The limit is indexed each year for inflation.

How the rule works

  • First net all business income and losses including your share from Craft Pod and any other pass through entities

  • Compare the net result to the annual cap

  • Deduct up to the cap in the current year

  • Convert any excess to a net operating loss carryforward subject to the standard eighty percent taxable income limit in future years

Interaction with at risk and passive rules

Losses must clear the gates in this order

  1. At risk limitation section 465

  2. Passive activity limitation section 469

  3. Excess business loss cap section 461

If a loss is limited by either of the first two gates it never reaches the section 461 calculation. Only the amount that survives those tests is compared with the cap.

Craft Pod impact

Bonuses from first year aircraft depreciation can drive sizeable paper losses. Cash contributors with high outside basis may see six figure losses flow through. If your total business losses after the at risk and passive tests exceed the cap the extra portion simply becomes a net operating loss carryforward. You do not lose the deduction; you just use it later.

Example

Scenario

Single Filer with Cash Contribution

Outside basis

$1,000,000

Passive and at risk allowed loss from Craft Pod

$600,000

Other business income

$50,000

Net business loss

$550,000

Section 461 limit for 2025

$313,000

Allowed current year deduction

$313,000

Excess carried forward as NOL

$261,000

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