Tax
How do I deduct margin interest?
Quick Answer
Margin interest is deductible as investment interest expense on Form 4952, capped at net investment income for the year. Requires itemizing on Schedule A line 9. Excess carries forward indefinitely; LTCG and qualified dividends generally excluded.
Warren Team
Updated April 26, 2026
37
Warren Team
Updated April 26, 2026
37
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The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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