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Returning Member
posted Mar 8, 2023 10:20:22 AM

Where do I enter the interest and principal amount we receive from a private mortgage?

We bought a house this year for our daughter and SIL and now hold a private mortgage with promissory note.  I understand that I'm not required to file a 1098, and we calculated their interest using a mortgage amortization table.  

 

I'm using TurboTax premier and see where to enter the seller-financed interest, but I can't figure out where to include the principal payments.  It's not a lot of money NOW, but it's just a 15 year loan, so the principal total will increase relatively quickly over the next few years.

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2 Replies
Expert Alumni
Mar 8, 2023 10:50:12 AM

You don't need to report the principal received on the loan payments. Loan principal repayments aren't taxable. Only the interest received represents taxable income while you own the property. If you were to rent the property, you would report the rental income and expenses, and depreciation on the property. You would only need to report the purchase price and sale price at such time as you sell the property.

 

See this article for information on imputed interest, if the interest paid is below the market rate.

 

See this thread for more information on reporting interest on a mortgage you hold. Technically, this isn't a seller-financed loan because the property isn't sold.

 

 [Edited 03/08/23| 10:53am PST] 

 

@larisat (edited) 

 

Level 15
Mar 8, 2023 12:12:29 PM

who is on the deed to the property?