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anandmg
April 15, 2025
Question

How do I include form 4952 if I am not itemizing deductions but want to carry forward margin interest expense?

  • April 15, 2025
  • 1 reply
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    1 reply

    M
    MayaD
    April 15, 2025

    Taxpayers use this form to figure the amount of investment interest expense they can deduct for the current year and the amount they can carry forward to future years.

     

    To enter/edit Form 4952 (Investment Interest Expense Deduction):

    1. Open your return

    2. Type Form 4952 in the search box (upper right-hand corner of the screen)

    3. Click on “Jump to 4952” link.


     

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