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All Forum Posts by: Samuel Cho

Samuel Cho has started 1 posts and replied 2 times.

Originally posted by @Ashish Acharya:
Originally posted by @Samuel Cho:

Hi BP! I would like to ask a tax question here since I am a noob and still searching for a cpa :( 

Scenario:

- Buy a triplex of 1.5m price with 20% down conventional loand

- Loan amount : 1,200,000

- Owner occupy one unit, and rent out two other units.

Questions:

1. How do you divide the mortgage interest tax deduction for my primary residence and the other rental units?

2. Does the answer to 1 apply the same to the property tax deduction?

3. Mortgage interest tax deduction is capped for interests for maximum 750k, and property tax deduction is up to 10k. In my case of the owner occupied rental property, is the 750k(mortgage interest tax deduction cap) and 10k (property tax deduction cap) applied to my portion of the property only and can I simply deduct the rental portion's (whole property - my residence portion) mortgage interest and property tax from the rental taxable income regardless of the cap I mentioned?

Thanks so much in advance!

Please see below:

1. How do you divide the mortgage interest tax deduction for my primary residence and the other rental units? - Square footage

2. Does the answer to 1 apply the same to the property tax deduction? - Square footage

3. Mortgage interest tax deduction is capped for interests for maximum 750k, and property tax deduction is up to 10k. In my case of the owner occupied rental property, is the 750k(mortgage interest tax deduction cap) and 10k (property tax deduction cap) applied to my portion of the property only and can I simply deduct the rental portion's (whole property - my residence portion) mortgage interest and property tax from the rental taxable income regardless of the cap I mentioned?  750k and 10k dont't apply to the rental portion. Once you prorate the expenses as mentioned above, this shouldn't apply to you. 

 Thanks so much!

Hi BP! I would like to ask a tax question here since I am a noob and still searching for a cpa :( 

Scenario:

- Buy a triplex of 1.5m price with 20% down conventional loand

- Loan amount : 1,200,000

- Owner occupy one unit, and rent out two other units.

Questions:

1. How do you divide the mortgage interest tax deduction for my primary residence and the other rental units?

2. Does the answer to 1 apply the same to the property tax deduction?

3. Mortgage interest tax deduction is capped for interests for maximum 750k, and property tax deduction is up to 10k. In my case of the owner occupied rental property, is the 750k(mortgage interest tax deduction cap) and 10k (property tax deduction cap) applied to my portion of the property only and can I simply deduct the rental portion's (whole property - my residence portion) mortgage interest and property tax from the rental taxable income regardless of the cap I mentioned?

Thanks so much in advance!