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Level 2
posted Apr 14, 2022 3:56:38 PM

Tax implications of using rental property equity to buy other rental property

If I use equity on 2 rental properties obtained through a cash-out refi to buy another rental property, can the mortgage interest still be deducted against income of the original 2 properties (on which the loans are secured)?  What about the costs to obtain those refi loans?  Thank you.

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1 Replies
Expert Alumni
Apr 15, 2022 9:29:08 AM

The portion of the interest that belongs to the new property would go on it. You will need to keep a track of the money trail. It is best if you have a notebook for finances and Sch E- kept separate from your returns.  Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your schedule E carryover information, and proof of your basis in your various investments- along with your paper trail. 

 

You must keep tax records related to a rental house from the time you purchase until you sell plus 3 years. It is very easy to lose track of disallowed losses, depreciation, etc. In your case, the paper trail ties all the properties together so until all 3 are sold plus 3 years, keep the records.