AS242
Returning Member

Investors & landlords

Yes, of course. Dividends and stock sales at times can be used. I understand that I need investment income to be offset by that investment expense, but having an investment expense will allow that future offset.

So paying the principal of investment loans with investment cash preserves the investment expense characteristic of the corresponding interest? It was not clear in IRS documents, do you happen to have references to help me justify this approach?

Thanks for your help with this.