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Form4952OMB No. 15450191Investment Interest Expense DeductionDepartment of the Treasury Internal Revenue Service2022Go to www.irs.gov/Form4952 for the latest information. Attach to your tax return.
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Form 4952 FAQ
You can deduct margin interest from your taxes by itemizing your deductions and subtracting margin interest costs from your net investment income. Tax law limits how you can apply margin interest deductions. Specifically, you can never deduct more than your investments earn in any given tax year.
Your investment interest expense deduction is limited to your net investment income. For more information, see Pub. 550, Investment Income and Expenses. If you are an individual, estate, or a trust, you must file Form 4952 to claim a deduction for your investment interest expense. Exception.
Use this form to figure the amount of investment interest expense you can deduct for the current year and the amount you can carry forward to future years. Your investment interest expense deduction is limited to your net investment income.
Use Form 4952 to figure the amount of investment interest expense you can deduct for 2022 and the amount you can carry forward to future years. Your investment interest expense deduction is limited to your net investment income.
You can only take a deduction for investment interest expenses that is lesser than or equal to your net investment income. For example, if you have $3,000 in margin interest but net investment income of only $1,000, you can only deduct the $1,000 in investment interest in the current year.
What is margin interest? Margin interest is a type of investment interest expense, in other words any amount of interest that is paid on loan proceeds used to purchase investments or securities.
Investment interest expense This includes the interest on margin loans used to buy stock in your brokerage account and the interest on loans used to buy investment property. (This wouldn't apply if you used the loan to buy tax-advantaged investments such as municipal bonds.)
Investment (margin) interest deduction is claimed on Form 4952 Investment Interest Expense Deduction and the allowable deduction will flow to Schedule A (Form 1040) Itemized Deductions, Line 9 to be claimed as an itemized deduction, up to the amount of your investment income.
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Investment Interest Expense Deduction - IRS
Use Form 4952 to figure the amount of investment interest expense you can deduct for. 2000...
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