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 Irs Form 4952 PDF Download 2016

2016-2025 Form

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in this video we'll be going over IRS form 4952 investment interest expense deduction this is a one to one page tax form that you can file uh to determine the amount of investment interest expense that you can deduct for the tax year and the amount that you can carry forward to Future years as a reminder your investment interest expense deduction is limited to your net investment income there's more information in IRS publication 550 investment income and expenses if you are an individual estate or a trust you must file this form in order to claim a deduction for your investment interest expense on your tax return however there are exceptions you do not have to file this form if all of the following apply one your investment income from interest in ordinary dividends minus qualified dividends is more than your investment interest expense two you do not have any other deductible investment expenses and three you do not have any carryover of disallowed investment interest

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