Skip to main content
September 11, 2021
Question

Where do I get the Investment Interest Expense Carryover from my 2019 return?

  • September 11, 2021
  • 1 reply
  • 0 views
No text available

1 reply

September 11, 2021

did you itemize in 2020 and 2019? then you get the investment expense carryover in 2020 if you have enough in investment income to offset it. you can make an election to treat as much qualified dividends as nonqualified to use against the carryover. see form 4952