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Level 2
posted Jun 1, 2023 7:17:55 AM

Interest on Schedule A and Schedule E for STR

If you use your vacation rental for 3 days (<14 day and 10%) and you meet requirement to split costs you can deduct on schedule E, can you take the difference in interest off your schedule A? 

 

Example, 3 personal days and 40 rental days.  Because of personal use I report only 93% of interest against rental income on schedule E. I assume I can report the 7% of interest on my schedule A, but I wanted to check if that is true since IRS considers < 14 days investment property vs vacation (or second) home.

0 4 765
1 Best answer
Level 15
Jun 1, 2023 8:21:42 AM

Your figures, in terms of allocation, are correct but the 7% allocated to Schedule A (investment interest) is a miscellaneous itemized deduction which will be disallowed as a result of the TCJA (tax reform). 

 

Having used the property for personal purposes less than 10% of the fair rental days (and also less than 14 total days) means you did not use the property as a residence and, therefore, the interest not allocated to rental use is not considered qualified home mortgage interest. 

4 Replies
Level 15
Jun 1, 2023 8:21:42 AM

Your figures, in terms of allocation, are correct but the 7% allocated to Schedule A (investment interest) is a miscellaneous itemized deduction which will be disallowed as a result of the TCJA (tax reform). 

 

Having used the property for personal purposes less than 10% of the fair rental days (and also less than 14 total days) means you did not use the property as a residence and, therefore, the interest not allocated to rental use is not considered qualified home mortgage interest. 

Level 2
Jun 1, 2023 9:30:34 AM

Thank you.  

 

On the flip of that, I assume if I use the home 15 days and rent it 53, I can deduct 78% on schedule E and 22% on schedule A.  Is that correct?

Level 15
Jun 1, 2023 9:39:00 AM


@judyh47 wrote:

On the flip of that, I assume if I use the home 15 days and rent it 53, I can deduct 78% on schedule E and 22% on schedule A.  Is that correct?


Yes, that would be correct.

 

Obviously, your itemized deductions would have to exceed your standard deduction for the interest on Schedule A to have any impact.

Level 2
Jun 1, 2023 10:06:14 AM

Perfect, thank you!