2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 4952 used for?
Form 4952 is used to figure the amount of investment interest expense you can deduct for the current year and to carry forward any disallowed amount to future years. It helps in determining the deductible portion of interest paid on loans used for investment purposes.
Who needs to fill out a 4952 form
Individuals, estates, and trusts that have paid or accrued interest on a loan used to purchase or carry investment property and wish to deduct it.
How to fill out a 4952 online?
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Frequently Asked Questions
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Investment interest expense refers to the interest incurred on loans taken for investment purposes, such as purchasing stocks or bonds.
This includes interest from Schedule K-1, amortization of bond premiums on taxable bonds, and other specified investment-related interest.
You do not need to file this form if your investment income exceeds your interest expenses and there are no other deductible investment expenses.
