Get the up-to-date form 4952-2024 now

Get Form
form 4952 Preview on Page 1.

Here's how it works

01. Edit your form online
01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify Form 4952 in PDF format online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2

Working on paperwork with our feature-rich and user-friendly PDF editor is easy. Make the steps below to complete Form 4952 online easily and quickly:

  1. Log in to your account. Sign up with your email and password or register a free account to test the service before upgrading the subscription.
  2. Upload a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
  3. Edit Form 4952. Easily add and highlight text, insert images, checkmarks, and symbols, drop new fillable fields, and rearrange or remove pages from your paperwork.
  4. Get the Form 4952 completed. Download your updated document, export it to the cloud, print it from the editor, or share it with other people via a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to promptly handle your documentation online!

See more form 4952 versions

We've got more versions of the form 4952 form. Select the right form 4952 version from the list and start editing it straight away!
Versions Form popularity Fillable & printable
2022 4.8 Satisfied (28 Votes)
2021 4.8 Satisfied (145 Votes)
2020 4.3 Satisfied (110 Votes)
2019 4.2 Satisfied (32 Votes)
2018 4.3 Satisfied (225 Votes)
2012 4 Satisfied (45 Votes)
2015 4 Satisfied (34 Votes)
2016 4.3 Satisfied (189 Votes)
2017 4.4 Satisfied (182 Votes)
be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
If your expenses are less than your net investment income, the entire investment interest expense is deductible. If the interest expenses are more than the net investment income, you can deduct the expenses up to the net investment income amount.
Use Form 4952 to figure the amount of investment interest expense you can deduct for 2021 and the amount you can carry forward to future years. Your investment interest expense deduction is limited to your net investment income.
Investment interest expense If you itemize your deductions, you may be able to claim a deduction for your investment interest expenses. Investment interest expense is the interest paid on money borrowed to purchase taxable investments. This includes margin loans for buying stock in your brokerage account.
Investment interest expense is the interest paid on money borrowed to purchase taxable investments. This includes margin loans for buying stock in your brokerage account. In these cases, you may be able to deduct the interest on the margin loan.
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.
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

You can only deduct your interest on a home equity loan balance of up to $100,000 ($50,000 if married filing separately). If you refinance your home for more than the initial balance, and the money isn't used to buy, build, or improve your home, you must treat the excess amount as home equity debt.
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.
To actually claim the deduction for investment interest expenses, you must itemize your deductions. Investment interest goes on Schedule A, under "Interest You Paid." You may also have to file Form 4952, which provides details about your deduction.
Correct, margin interest will still be deductible for tax year 2021 as an itemized deduction on Schedule A. However, the standard deduction has increased, meaning most taxpayers will not be itemizing deductions since claiming the standard deduction will prove more tax-efficient in many cases.
Types of interest that are tax deductible include mortgage interest for both first and second (home equity) mortgages, mortgage interest for investment properties, student loan interest, and the interest on some business loans, including business credit cards.

Related links