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E
ERKTAR0422
Level 2
October 12, 2021
Question

MARGIN INTEREST PAID - ENTER ON WHICH FORM

  • October 12, 2021
  • 3 replies
  • 12 views
WHAT FORM IS MARGIN INTEREST ENTERED FOR PERSONAL TAX RETURN
This topic has been closed for replies.

3 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
October 13, 2021

I think theres a spot for it on the 1099DIV additional worksheet when you double click on a dividend entry line....or maybe its the 1099INT additional worksheet.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
J
JDELAHUNT
Level 2
October 13, 2021

It goes on the 4952 for investment interest.

After that form determines if it is deductible or not, it Should be automatically transferred to schedule A.

    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    October 13, 2021

    Margin interest that your client paid, is an investment expense. If your clients itemizes, it will be put on 1040 schedule A

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