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LPL Financial Holdings LPLA Tax Credit Carryforward Valuation Allowance
Tax Credit Carryforward Valuation Allowance at other companies
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Where this comes from
Reported directly by LPL Financial Holdings in its filing.
Tagged under the XBRL concept us-gaap:DeferredTaxAssetsValuationAllowance.
The source filing: LPL Financial Holdings’s 10-K, filed February 23, 2026.
- Filed
- Feb 23, 2026, 4:48 PM EST
- Fiscal year
- FY2025
- Accession
- 0001628280-26-010705
| Line item | December 31, 2025 | December 31, 2024 |
|---|---|---|
| Share-based compensation | 17,433 | 15,323 |
| Other | 14,290 | 19,329 |
| Deferred tax assets | 531,063 | 451,256 |
| Less: valuation allowance | (24,131) | (23,215) |
| Total deferred tax assets | 506,932 | 428,041 |
| Deferred tax liabilities: | ||
| Internally developed software | (201,680) | (43,053) |
| Depreciation of property and equipment | (33,901) | (55,334) |
Item 8. Financial Statements and Supplementary Data
FAQ
- What is LPL Financial Holdings's tax credit carryforward valuation allowance?
- LPL Financial Holdings (LPLA) reported tax credit carryforward valuation allowance of $24.13M in Q4 2025.
- What does tax credit carryforward valuation allowance mean?
- This is a contra-asset account that reduces the carrying value of tax credit carryforwards when it is more likely than not that some or all of the credits will not be realized. It reflects management's assessment of the company's ability to generate sufficient future taxable income. A high allowance suggests uncertainty regarding the realization of tax benefits.
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