Form 4952, Investment Interest Expense Deduction - 1040.com-2025

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Investment interest is deductible only to the extent of the taxpayers net investment income. Any excess investment interest expense that is disallowed is carried forward indefinitely until net investment income is recognized.
When you borrow money to buy property for investment purposes, any interest you pay on that borrowed money becomes an investment interest expense. For example, say you take out a $5,000 loan against your home equity and use the money to buy stock. The interest on that loan is investment interest.
Investment interest is deductible only to the extent of a taxpayers net investment income. Form 4952 is used to figure the amount of investment interest expenses that the taxpayer can deduct for the tax year and the amount that can be carried forward to future tax years.
First, it must be an amount paid or payable under a legal obligation to pay interest, and the amount must be reasonable. In addition, when funds are borrowed, the money must have been acquired for the purpose of earning income from a business or earning income from property (i.e. investment income.)
Since the passage of the TCJA, IRC 163(j) provides that the amount of deductible business interest expense in a tax year is limited to the sum of the following: The taxpayers business interest income for the year. 30% of the taxpayers ATI for the year. The taxpayers floor plan financing interest expense for the
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People also ask

What deductions can I take as an owner of rental property? If you receive rental income from the rental of a dwelling unit, there are certain rental expenses you may deduct on your tax return. These expenses may include mortgage interest, property tax, operating expenses, depreciation, and repairs.
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.
Several types of interest are tax-deductible, including mortgage interest on a primary or second home, student loan interest, and interest on some business loans, including business credit cards.

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