Investment Interest Expense
- Investment Interest Expense
- Any amount of interest that is paid on loan proceeds used to purchase investments or securities. Investment interest expense includes margin interest used to leverage securities in a brokerage account and interest on a loan used to buy property held for investment. Investment interest expense is deductible within certain limitations.
Your investment interest expense deductible is limited to the amount of investment income received, such as dividends and interest. If an investment is held for both business and personal gain, then any income received must be allocated proportionately between them. Personal investment interest expense is reported on Schedule A of the 1040.
Investment dictionary.
Academic.
2012.
Look at other dictionaries:
Form 4952: Investment Interest Expense Deduction — A tax form distributed by the Internal Revenue Service (IRS) used to determine the amount of investment interest expense that can be deducted and any interest expense that can be carried forward to a future tax year. Form 4952 limits the… … Investment dictionary
expense — ex‧pense [ɪkˈspens] noun 1. [countable, uncountable] ACCOUNTING an amount of money that a business or organization has to spend on something: • Most advertisers look upon advertising as an expense and not an investment, which is a mistake. • The… … Financial and business terms
Expense — Expenses redirects here. For the row about members expenses in the UK Parliament which started about May 2009, see United Kingdom Parliamentary expenses scandal. Accountancy Key concepts Accountant · Accounting period ·… … Wikipedia
expense — I (Roget s IV) n. 1. [Whatever is paid out] Syn. expenditure, cost, price, outlay, charge, fee, payment, outgo, disbursement, alimony, child support, value, worth, sum, amount, risk, capital, rate, custom, excise, tax, carrying charge, budgeted… … English dictionary for students
Net Interest Margin — A performance metric that examines how successful a firm s investment decisions are compared to its debt situations. A negative value denotes that the firm did not make an optimal decision, because interest expenses were greater than the amount… … Investment dictionary
Gold as an investment — Reserves of SDR, forex and gold in 2006 … Wikipedia
Collective investment scheme — The values and performance of collective funds are listed in newspapers A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. These… … Wikipedia
Private investment in public equity — This article is about Private Investments in Public Equity or PIPEs. For investments in private equity through publicly traded vehicles, see Publicly traded private equity. A private investment in public equity, often called a PIPE deal, involves … Wikipedia
Economic Affairs — ▪ 2006 Introduction In 2005 rising U.S. deficits, tight monetary policies, and higher oil prices triggered by hurricane damage in the Gulf of Mexico were moderating influences on the world economy and on U.S. stock markets, but some other… … Universalium
income tax — a tax levied on incomes, esp. an annual government tax on personal incomes. [1790 1800] * * * Levy imposed by public authority on the incomes of persons or corporations within its jurisdiction. In nations with an advanced system of private… … Universalium
