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New Member
posted Jan 14, 2023 11:33:00 AM

How can I deduct a family loan interest?

I bought a house on an inter-family loan and it's an interest-only loan

0 9 2045
9 Replies
Level 15
Jan 14, 2023 11:44:19 AM

Is the loan secured by the home you purchased or is this a personal loan from family members?

Level 15
Jan 14, 2023 11:45:50 AM

See https://www.irs.gov/instructions/i1040sca#en_US_2022_publink53061xd0e888

 

You should seek guidance from a legal/tax professional to ensure the loan is structured properly.

New Member
Jan 14, 2023 11:46:16 AM

This is a personal family loan.

Level 15
Jan 14, 2023 11:47:57 AM


@suzanpourat wrote:

This is a personal family loan.


Interest paid on a personal loan is not deductible on a tax return.

Level 15
Jan 14, 2023 11:52:43 AM


@suzanpourat wrote:

This is a personal family loan.


@DoninGA is correct and the interest on the loan would not be deductible in any event unless it was secured by the house you purchased.

New Member
Jan 14, 2023 11:53:45 AM

yes, it was secured by the house that I purchased.

New Member
Jan 14, 2023 11:59:26 AM

It was a loan to purchase the house and secured by the house that we purchased. It is a 9 years interest-only loan. Since I got the loan from an individual (family member), do I still need a 1098 form from him? If he doesn't provide the 1098 form, how can I deduct the interest that I paid on my tax returns?

Level 15
Jan 14, 2023 12:05:08 PM

From 1098 is issued by those who receive $600 or more in the course of their trade or business. In this instance, reporting on Form 1098 would not be required (although the form could still be filed as a record of payment).

 

Regardless, you should have some sort of documentation that reflects the fact that you paid interest on a loan secured by a house that you bought with the proceeds of that loan. 

Level 15
Jan 14, 2023 1:27:36 PM

You can deduct the interest on the Sch A by filling in the seller financed loan section and entering in the loaner's name, address and SS# or EIN.  They will also need the same for you to report on their Sch B.