Half-Year Convention for Depreciation

The MACRS half-year convention treats eligible property as placed in service or disposed of at the midpoint of the tax year.

The half-year convention for depreciation is a U.S. federal MACRS timing rule that treats eligible property as placed in service or disposed of at the midpoint of the tax year, regardless of the actual day. For a twelve-month tax year, it generally allows one-half year of regular MACRS depreciation in the first and disposal years.

It is a tax convention, not a general IFRS or U.S. GAAP book-depreciation principle. The convention determines timing after the taxpayer identifies the correct tax basis, property class, depreciation system, method, and special deductions.

Key Takeaways

  • The half-year convention applies when neither the mid-month nor mandatory mid-quarter convention applies.
  • It treats applicable property as placed in service at the tax year’s midpoint, not at the purchase date.
  • The first-year deduction is not always half of straight-line depreciation because the MACRS method and table rate also matter.
  • The half-year convention usually extends deductions into an additional tax year beyond the stated recovery period.
  • A concentration of basis in the final three months can trigger the mid-quarter convention instead.
  • Section 179, bonus depreciation, short tax years, business use, and disposal rules can change the calculation.

Where the Convention Fits

A simplified MACRS sequence is:

  1. Determine whether the property is depreciable and placed in service.
  2. Establish depreciable tax basis after required adjustments.
  3. Identify the GDS or ADS system and property recovery period.
  4. Apply Section 179 and any special depreciation allowance where eligible.
  5. Select the prescribed or elected MACRS method.
  6. Apply the mid-month, mid-quarter, or half-year convention.

The convention is therefore not a depreciation method. The method determines the rate pattern; the convention determines the assumed portion of the tax year.

Half-Year, Mid-Quarter, and Mid-Month

ConventionGeneral useTiming assumption
Half-yearApplicable MACRS property when the other conventions do not applyMidpoint of tax year
Mid-quarterApplicable property when more than 40% of tested basis is placed in service in the last three monthsMidpoint of the relevant quarter
Mid-monthResidential rental property, nonresidential real property, and specified propertyMidpoint of the month

The actual rules include excluded property, short-year calculations, and basis adjustments. Real property subject to mid-month treatment is excluded from the mid-quarter concentration test.

Worked Example: Five-Year Property

A calendar-year business places $50,000 of five-year equipment in service in February. Assume:

  • the equipment is eligible GDS five-year property
  • 200% declining balance with the switch to straight line applies
  • the half-year convention applies
  • no Section 179 or bonus depreciation is claimed
  • the asset remains in service for the full recovery period

The IRS five-year MACRS table using the half-year convention provides these percentages:

Recovery yearRateDeduction on $50,000
120.00%$10,000
232.00%$16,000
319.20%$9,600
411.52%$5,760
511.52%$5,760
65.76%$2,880
Total100.00%$50,000
$$ \text{First-Year Deduction}=\$50{,}000\times20\%=\$10{,}000 $$

Although the property has a five-year recovery period, deductions span six tax years because the first and final years each contain a half-year under the convention. The table also builds in the declining-balance-to-straight-line switch; simply dividing cost by five and halving the result would produce the wrong MACRS schedule.

The Mid-Quarter Test

The mid-quarter convention generally applies when more than 40% of the tested depreciable basis of applicable MACRS property placed in service during the tax year is placed in service during the final three months.

$$ \text{Fourth-Quarter Percentage}=\frac{\text{Tested Basis Placed in Service in Final 3 Months}}{\text{Tested Basis Placed in Service During Year}} $$

Suppose a business places $110,000 of tested property in service from January through September and $90,000 from October through December:

$$ \frac{\$90{,}000}{\$200{,}000}=45\% $$

Because 45% is more than 40%, the mid-quarter convention generally applies to the applicable property placed in service during the year, not just the fourth-quarter assets.

For this test, IRS Publication 946 explains exclusions and basis rules. Tested basis reflects Section 179 reductions and the nonbusiness-use portion, but generally not the special depreciation allowance reduction. Property placed in service and disposed of in the same year and property outside MACRS are among the exclusions.

Disposals and Short Tax Years

The convention also affects the disposal year. Property subject to the half-year convention is generally treated as disposed of at the year’s midpoint, producing a half-year deduction before gain or loss is calculated, subject to the applicable rules.

For a short tax year, midpoint does not automatically mean six months. The taxpayer applies the IRS short-year method to the actual tax-year length. Mid-quarter testing also has special short-year rules.

If business use falls, listed-property rules or recapture can override a simple table calculation. Property converted between personal and business use requires separate basis and placed-in-service analysis.

Book Depreciation Is Separate

Financial-reporting depreciation ordinarily begins when an asset is available for use and follows the expected consumption pattern under the applicable accounting framework. A company can therefore record book depreciation from the actual available-for-use date while using the MACRS half-year convention for federal tax.

The difference can create a temporary book-tax difference and deferred tax balance. It does not mean either schedule should be substituted for the other.

Common Mistakes and Limitations

  • Describing the half-year convention as a universally permitted book-accounting simplification.
  • Applying half of straight-line expense instead of the correct MACRS table or calculation.
  • Ignoring the more-than-40% mid-quarter test.
  • Including or excluding the wrong basis amounts in that test.
  • Applying half-year treatment to real property that uses the mid-month convention.
  • Assuming a five-year asset has deductions in only five tax returns.
  • Ignoring bonus depreciation, Section 179, short years, dispositions, and business-use changes.

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

FAQs

Does purchase date determine the half-year convention?

No. MACRS generally uses the date the property is placed in service, meaning ready and available for its specific business use. The half-year convention then substitutes a midpoint timing assumption for the regular depreciation calculation.

Why does five-year property have a sixth deduction year?

The convention allows only a half-year in the first tax year. The unrecovered half-year remains at the end, so the table extends into a sixth tax year if the property remains in service.

Does 100% bonus depreciation make the convention irrelevant?

It can leave no basis for regular MACRS depreciation when the entire eligible basis is deducted, but eligibility, elections, transition rules, and nonqualifying basis can leave an amount subject to MACRS. The convention still matters for that remaining basis.

Authoritative Sources

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