Margin的利息是不是可以减税？

卷商如Fidelity Margin 年利息率大约11%；  

Margin interest is tax deductible if you itemize your deductions. In addition, you can’t deduct more margin interest than your net investment income. Therefore, you must receive net income when combining taxable interest, dividend payments, and short-term capital gains to receive a tax deduction for margin interest paid in the same tax year.

所有跟帖： 

• 可以填。但不一定比standard deduction划算。 -lanyin0314- ♂ (0 bytes) () 03/30/2024 postreply 22:32:41

• 你不用标准deduction，可将付的利息在4952表里报告，如果当年亏的不给抵税，可 以carryover以后哪年挣钱 -KYCHO- ♂ (177 bytes) () 03/31/2024 postreply 07:45:57