IRS Mortgage Interest Reporting Requirement: Exempt Loans

Loans Exempt from IRS Mortgage Interest Reporting Requirement

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Question

Which of the following loans is clearly NOT subject to the IRS mortgage interest reporting requirement?

Answers

Explanations

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A. B. C. D.

C

The IRS requires that lenders report the amount of mortgage interest paid by borrowers on loans secured by real property, which includes a dwelling, land, or other real estate. The reporting requirement applies to loans where the borrower has paid at least $600 in mortgage interest during the year.

Option A, a loan made to purchase securities and secured by rural acreage, is not subject to the IRS mortgage interest reporting requirement because it is not secured by real property used as a dwelling or for business purposes. The loan is secured by rural acreage, which is not considered real property for the purpose of mortgage interest reporting.

Option B, a loan made to finance a college education and secured by a piece of commercial real estate, is subject to the IRS mortgage interest reporting requirement. Although the loan is being used to finance a college education, it is secured by real property (commercial real estate), which means that the mortgage interest paid is subject to reporting.

Option C, a loan made to purchase a lot on a lake and secured by a certificate of deposit, is not subject to the IRS mortgage interest reporting requirement. This is because a certificate of deposit is not considered real property and therefore, the loan is not secured by real property used as a dwelling or for business purposes.

Option D, a loan made to purchase a residence and secured by the dwelling, is subject to the IRS mortgage interest reporting requirement. This is because the loan is secured by real property used as a dwelling, which is subject to the reporting requirement.

In summary, the loan that is clearly NOT subject to the IRS mortgage interest reporting requirement is Option A, a loan made to purchase securities and secured by rural acreage.