Tax Credit Carryforward Valuation Allowance
Citigroup Tax Credit Carryforward Valuation Allowance increased by 15.1% to $4.98B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 15.1%, from $4.33B to $4.98B. Over 5 years (FY 2020 to FY 2025), Tax Credit Carryforward Valuation Allowance shows relatively stable performance with a -0.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase signals management's reduced confidence in utilizing tax credits, while a decrease suggests improved prospects for tax savings.
Detailed definition
This is a contra-asset account established against deferred tax assets related to tax credit carryforwards when it is mo...
Peer comparison
Varies significantly based on profitability and tax jurisdiction; peers with stable earnings typically maintain lower valuation allowances.
tax_credit_carryforward_valuation_allowanceHistorical Data
| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $4.19B | $2.44B | $3.57B | $4.33B | $4.98B |
| QoQ Change | — | -41.9% | +46.5% | +21.2% | +15.1% |
| YoY Change | — | -41.9% | +46.5% | +21.2% | +15.1% |
Tax Credit Carryforward Valuation Allowance at Other Companies
Frequently Asked Questions
- What is Citigroup's tax credit carryforward valuation allowance?
- Citigroup (C) reported tax credit carryforward valuation allowance of $4.98B in Q4 2025.
- How has Citigroup's tax credit carryforward valuation allowance changed year-over-year?
- Citigroup's tax credit carryforward valuation allowance increased by 15.1% year-over-year, from $4.33B to $4.98B.
- What is the long-term trend for Citigroup's tax credit carryforward valuation allowance?
- Over 5 years (2020 to 2025), Citigroup's tax credit carryforward valuation allowance has grown at a -0.8% compound annual growth rate (CAGR), from $5.18B to $4.98B.
- What does tax credit carryforward valuation allowance mean?
- A reserve account reducing the value of tax credits that the company may not be able to use.