Investment Interest Expense Archives

Knott Learning

Using Personal Loans to Fund Investment Opportunities

Many investors wonder whether it makes financial sense to fund an investment using a high-interest unsecured personal loan. Although it carries some risks, under some circumstances it may be worthwhile.

Jason Knott2024-09-24T13:33:12+00:00Tags: Credit Cards, Investment Interest Expense, Itemized Deductions, Personal Loan|

How to File IRS Form 4952 Investment Interest Expense Deduction

When taxpayers borrow funds to purchase investments, the taxpayer may be able to deduct some or all of that investment interest expense. The investment interest expense is an itemized tax deduction calculated on Form 4952.

Jason Knott2024-07-10T13:54:18+00:00Tags: Form 1040, Form 4952, Investment Interest Expense, Portfolio Income, Schedule A|

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