Bonus Depreciation

Bonus depreciation is a U.S. federal additional first-year deduction for eligible depreciable property placed in service by a business.

Bonus depreciation is a U.S. federal additional first-year deduction under Internal Revenue Code Section 168(k) for eligible depreciable property placed in service by a business. It accelerates tax cost recovery; it does not determine book depreciation, eliminate the purchase price, or create a tax credit equal to the deduction.

As of August 2026, current federal law generally provides permanent 100% bonus depreciation for qualifying property acquired after January 19, 2025. Acquisition-date, placed-in-service, property-type, related-party, business-use, election, and transition rules still determine whether a particular asset qualifies.

Key Takeaways

  • The current federal percentage is generally 100% for qualifying property acquired after January 19, 2025.
  • Many assets with a MACRS recovery period of 20 years or less can qualify, along with specified categories listed by law.
  • Certain used property can qualify, but related-party and prior-use restrictions apply.
  • The deduction is generally calculated after any Section 179 deduction and before regular MACRS depreciation.
  • A taxpayer can elect out for a class of property; elections require timely and consistent filing.
  • Book depreciation, state tax depreciation, vehicle limits, basis adjustments, and recapture remain separate issues.

Current Federal Rule and Transition Boundary

Public Law 119-21, enacted July 4, 2025, replaced the prior phase-down with a permanent 100% additional first-year deduction for qualified property acquired after January 19, 2025. IRS Notice 2026-11 provides interim guidance for applying the amended rule.

Property acquired before January 20, 2025, or subject to older binding-contract and acquisition rules can remain under the prior phase-down. The relevant date is not always the invoice date, payment date, or delivery date. Self-constructed property and components can require additional analysis.

Because tax law changes, readers should verify the IRS guidance and current Form 4562 instructions for the tax year in question rather than rely on an undated percentage summary.

Property That May Qualify

Common categories identified in IRS guidance include:

  • tangible MACRS property with a recovery period of 20 years or less
  • certain computer software
  • water utility property
  • qualified film, television, live theatrical, and qualifying sound-recording productions
  • certain specified plants for which the taxpayer makes the relevant election
  • qualified improvement property when all statutory requirements are met

Both new and certain used property may qualify. Used property is not automatically eligible: the taxpayer’s prior use, acquisition from related parties, carryover-basis transactions, and other statutory restrictions matter.

Land is not depreciable. Buildings with longer recovery periods generally do not qualify merely because business equipment inside them does. Special rules can also limit deductions for listed property, passenger automobiles, mixed personal use, tax-exempt use, and other categories.

Calculation Order

A simplified federal sequence is:

  1. Determine the asset’s depreciable tax basis.
  2. Apply any elected Section 179 deduction, subject to its requirements and limits.
  3. Apply bonus depreciation to the remaining eligible basis unless an election or limitation changes the treatment.
  4. Apply regular MACRS depreciation to any remaining basis.
$$ \text{Bonus Deduction} = \text{Eligible Remaining Basis} \times \text{Applicable Bonus Percentage} $$

The applicable basis can be affected by purchase-price allocation, credits, reimbursements, business-use percentage, prior deductions, and other adjustments.

Worked Example: Equipment Purchase

A calendar-year business buys and places in service eligible equipment for $200,000 after January 19, 2025. Assume, solely for illustration, that:

  • the full $200,000 is depreciable tax basis
  • the asset satisfies all bonus-depreciation requirements
  • no Section 179 deduction is elected
  • no vehicle, listed-property, business-interest, loss, or other limitation applies
  • the taxpayer does not elect out

At a 100% bonus percentage:

$$ \text{Bonus Deduction} = \$200{,}000 \times 100\% = \$200{,}000 $$

The remaining tax basis for regular MACRS depreciation is zero. If the taxpayer’s illustrative marginal tax rate were 25%, the gross timing effect before limitations would be:

$$ \$200{,}000 \times 25\% = \$50{,}000 $$

The deduction is $200,000, not a $200,000 tax refund. The actual cash-tax effect can be lower, delayed, or offset by losses, credits, limitations, state rules, and the taxpayer’s tax position.

For financial reporting, the equipment may still be capitalized and depreciated over its estimated useful life. The faster tax deduction can create a temporary book-tax difference and deferred tax liability under the applicable reporting framework.

Bonus Depreciation vs. Section 179

FeatureBonus depreciationSection 179
Legal sourceIRC Section 168(k)IRC Section 179
General mechanismAdditional first-year depreciation for qualified propertyElection to expense qualifying property
Annual dollar limitNo general overall bonus dollar cap, though other limits can applySubject to annual deduction and investment limits
Taxable-income limitCan contribute to or increase a tax loss, subject to other rulesGenerally limited by taxable income from active trades or businesses, with carryforward rules
ElectionGenerally applies unless taxpayer elects out by property classTaxpayer elects the amount and eligible property
Eligible real-property improvementsLimited to statutory qualified categoriesDifferent and separately defined eligible categories

The two provisions can be used in the same year, but ordering and eligibility matter. Neither table nor a simple calculator replaces the current return instructions.

Elections and Planning Considerations

Taking the largest immediate deduction is not always the preferred timing. A taxpayer may consider electing out for a class of property when deductions could be more useful in later years, when current losses already defer the benefit, or when federal and state treatment diverges.

Relevant questions include:

  • Was the property acquired after the effective-date boundary under the statutory rules?
  • When was it ready and available for its intended business use?
  • Is it qualified property, and does a specific exclusion apply?
  • Is the used-property acquisition eligible and unrelated?
  • Does business use satisfy any required threshold?
  • Does the return include a valid election statement where needed?
  • Does the state conform, decouple, or require a separate adjustment?
  • What are the consequences on later sale, recapture, and adjusted basis?

Risks and Common Mistakes

  • Applying the old 2023-2026 phase-down to newly eligible post-January 19, 2025 property.
  • Applying the new 100% rule to property governed by the older acquisition rules.
  • Treating purchase date and placed-in-service date as interchangeable.
  • Assuming all buildings, vehicles, software, or used assets qualify.
  • Forgetting that bonus depreciation is generally automatic for qualified property unless a valid election out is made.
  • Claiming both book depreciation and tax bonus depreciation as though they were the same schedule.
  • Ignoring state nonconformity, basis reduction, later recapture, and return disclosure requirements.
  • Calling the deduction an increase in operating income; tax deductions and financial-reporting profit are different measures.

This page is educational and provides general U.S. federal information as of August 2026. It does not provide tax, accounting, legal, valuation, or investment advice.

FAQs

Can used equipment qualify for bonus depreciation?

Certain used property can qualify if the taxpayer did not previously use it and the acquisition satisfies related-party, carryover-basis, and other statutory requirements. Eligibility should be checked asset by asset.

Is bonus depreciation mandatory?

It generally applies to qualified property unless the taxpayer makes a timely election out for the relevant class of property. The election rules and return attachments should be verified using current IRS instructions.

Does 100% bonus depreciation mean an asset has zero book value?

No. It can reduce federal tax basis to zero, but financial-reporting carrying amount follows the applicable book depreciation and impairment rules. State tax basis may also differ.

Authoritative Sources

  • MACRS provides the regular U.S. federal recovery system applied after special allowances.
  • Accelerated Depreciation is the broader category for front-loaded book or tax allocation.
  • Depreciation explains book allocation, useful life, residual value, and statement effects.
  • Depreciation Recapture can affect the tax character of gain when property is sold.
  • Capital Expenditure is the asset investment whose book and tax recovery can follow different schedules.
  • Carrying Amount is the financial-reporting amount and should not be confused with tax basis.
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