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Income Tax Planning
Chapter 7: Itemized Deductions/PREPAID INTEREST (POINTS)
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Chapter Study Session

Chapter 7: Itemized Deductions

PREPAID INTEREST (POINTS)

01.Core Concepts

• Generally amortized over life of loan • Exception: Points paid in the acquisition or improvement of principal residence • Entire amount is deductible in year paid. • Only points paid on the first $1 million of acquisition indebtedness incurred on or before December 15, 2017, is deductible. • For tax years 2018-2025 and after*, only points paid on the first $750,000 of acquisition indebtedness incurred after December 15, 2017, is deductible. *Made permanent by OBBBA.