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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.
Interest expense is a non-operating expense shown on the income statement. It represents interest payable on any borrowings\u2014bonds, loans, convertible debt or lines of credit. It is essentially calculated as the interest rate times the outstanding principal amount of the debt.
Form 4952: Investment Interest Expense Deduction is a tax form distributed by the Internal Revenue Service (IRS) used to determine the amount of investment interest expense that can be deducted, as well as any interest expense that can be carried forward to a future tax year.
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. The rest of the expenses are carried forward to next year.
Travel and fees you pay to attend seminars, conventions, or other meetings \u2013 including stockholder meetings \u2013 are not deductible, nor are expenses related to tax-exempt income. Other rules govern certain costs related to your investments, such as interest paid on money you borrow to buy stocks.
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Purpose of Form. 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 expenses are a deduction on Schedule A of Form 1040. You may have to include Form 4952 as well. You don't have to file Form 4952 if you meet all the following tests: Your investment interest expense isn't more than your investment income from interest and ordinary dividends minus any qualified dividends.
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. The rest of the expenses are carried forward to next 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.
Investment expenses (other than interest expenses claimed on IRS Form 4952) are deducted as miscellaneous itemized deductions on Line 23 of Schedule A.

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