When a client experiences a casualty or theft loss, knowing what questions to ask and what documentation to collect matters.

Casualty to Coins: Filing Form 4684 is an on-demand tax training replay designed to help tax professionals better understand Form 4684 and the considerations involved when preparing returns involving casualty and theft losses.

The training covers who may use Form 4684, qualifying losses, determining the amount of a loss, insurance reimbursements, documentation, federally declared disasters, common preparer mistakes, and compliance considerations.

This replay gives tax professionals another tool for handling less-common tax situations with greater knowledge and confidence.

What You’ll Learn

Understanding Form 4684 Learn the purpose of Form 4684 and how it relates to casualty and theft losses involving personal, business, rental, and investment property.

Casualty vs. Theft Losses Understand different types of losses and considerations for personal versus business property.

Determining the Amount of Loss Review concepts including:

Calculating the Deduction Walk through the calculation process presented in the training and the factors that can affect the deductible loss.

Common Form 4684 Mistakes Learn about common issues such as missing documentation, incorrect calculations, failure to account for insurance proceeds, and confusion between casualty and theft losses.

Federally Declared Disasters Review special considerations that may apply when taxpayers are affected by federally declared disasters.

Client Documentation Learn what supporting information you may need to request, including:

Compliance Considerations Review recordkeeping, documentation, insurance information, disaster-area verification, and other considerations discussed in the training.

Who Is This For?

This replay is ideal for:

New and experienced tax preparers
EROs and tax office owners
Tax professionals expanding their knowledge of less-common forms
Preparers serving taxpayers affected by casualty or theft events
Tax professionals who want additional training on Form 4684

What You’ll Receive

You'll receive on-demand access to the Casualty to Coins: Filing Form 4684 training replay.

Watch the training on your own schedule and revisit the material when you need a refresher on Form 4684.

Important Information

This is a digital class replay of a previously recorded tax training. No physical product will be shipped.

This training is provided for educational purposes and should not replace current IRS forms, instructions, publications, or other authoritative tax guidance.

Because tax law surrounding casualty losses has changed over time, purchasers should verify all rules, limitations, calculations, disaster designations, and eligibility requirements discussed in the replay against current IRS guidance before applying the information to a return.

Purchase is for individual use only. The replay may not be copied, recorded, resold, redistributed, shared, or provided to others.

Due to the digital nature of this product and immediate access to the training, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.