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  • 1.  Recent Court Case

    Posted 08-11-2015 01:03 PM

    The 9th Circuit Court of Appeals has held that two unmarried individuals that jointly own a home are EACH entitled to interest on $1.1 million of qualifying indebtedness rather than splitting it as The IRS and the Tax Court said. The Court held that the phrase "per taxpayer" as used in the statute is controlling. The result is that two unmarried individuals owning a home could get twice the interest deduction that a married couple gets. (no marriage comments please)

    While this case is technically only controlling in the 9th Circuit (California ) it is an interesting result that you may wish to consider on a case-by-case basis.

    Thank you Robert Goldfarb, CPA for the above information

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    Etta Gelbien
    N/S NCCPAP
    Mineola NY
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