Typically, margin interest is deductible as investment interest expense. Investment interest expense is deductible as an itemized deduction, but the deduction is limited to the extent it exceeds your investment income. Investment income consists of items like interest and dividends (items reported on Schedule B). If your investment income exceeds your margin interest, you will be able to deduct the entire amount paid.
【在 c*******o 的大作中提到】 : Typically, margin interest is deductible as investment interest expense. : Investment interest expense is deductible as an itemized deduction, but the : deduction is limited to the extent it exceeds your investment income. : Investment income consists of items like interest and dividends (items : reported on Schedule B). If your investment income exceeds your margin : interest, you will be able to deduct the entire amount paid.
y*3
7 楼
"Investment income consists of items like interest and dividends (items reported on Schedule B). If your investment income exceeds your margin interest, you will be able to deduct the entire amount paid" 这就是说,不能用它来抵消Capital Gain?
v*m
8 楼
手工填上的,turbo tax不会自己导入这部分。
【在 x*********n 的大作中提到】 : 谢谢,这个我的broker软件做出的会自动帮我算的是吗? : 我被收走的interest会从我的dividend里面扣对吗? : : the