Information about Form 4952, Investment Interest Expense Deduction, including recent updates, related forms and instructions on how to file. 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.
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Investment interest is interest paid on a loan where the proceeds were used to purchase property you held for investment. According to the Internal Revenue Service, "Property held for investment includes property that produces interest, dividends, annuities, or royalties not derived in the ordinary course of a trade or business.
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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. (This wouldn’t apply if you used the loan to buy tax-advantaged investments such as municipal bonds).
In finance, the benefit from an investment is called a return. The return may consist of a gain (or loss) realised from the sale of property or an investment, unrealised capital appreciation (or depreciation), or investment income such as dividends , interest , rental income etc., or a combination of capital gain and income.
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Investment interest. investment property. partners, shareholders, and beneficiaries. Allocation of Interest Expense. Debt proceeds received in cash. Debt proceeds deposited in account. Amounts paid within 30 days. Payments on debt may require new allocation. Pass-through entities. Additional allocation rules. When To Deduct Investment Interest
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Investment interest is one of those deductions disallowed under the AMT. The instructions for Form 4952, "Investment Interest Expense Deduction," and Form 6251, "alternative minimum tax-individuals," instruct taxpayers on how to compute the correct taxes under both systems.
Investment interest is any interest that is paid or accrued on debt allocable to property held for investment. 26 Thus, if a taxpayer borrows money to buy investments (e.g., stocks and bonds), the interest on the loan is investment interest.
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