dhwoow
New Member

Deductions & credits

Thanks for the answer.  I tried and found that it depends on the amount of investment income (capital gain).  When the capital gain is within a certain range considering the margin interest, the Form 4952 disappears with only Form 4952 worksheet left, and otherwise Form 4952 reappears. 

 

In that case, I guess I'd assume there's a certain legitimate logic behind.