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Income Tax Planning
Chapter 7: Itemized Deductions/QUALIFIED RESIDENCE INTEREST (2 OF 3)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Itemized Deductions

QUALIFIED RESIDENCE INTEREST (2 OF 3)

01.Core Concepts

Acquisition Indebtedness • Acquire, construct, or improve principal residence • For acquisition indebtedness incurred on or before December 15, 2017, interest is deductible on up to: • $1 million maximum principal amount • $500,000 for married filing separately • During tax years 2018-2025 (OBBBA makes permanent after 2025), for acquisition indebtedness incurred after December 15, 2017, interest is deductible on up to: • $750,000 maximum principal amount • $375,000 for married filing separately