asked

My coworker paid $15,000 in interest on her $300,000 acquisition debt for her house, which has a fair market value of $500,000. She also paid $4,000 interest on her $30,000 home equity loan, $1,000 of credit card interest, and $3,000 of margin interest for stock purchase. She had $10,000 in interest income and no investment expenses. We were talking and I think she could deduct $23,000 in interest expenses. She is thinking a $19,000 deduction. Help.

June 10th, 2023

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