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See Pub. 535 Business Expenses. Purpose of Form Specific Instructions Use Form 4952 to figure the amount of for 2009 and the amount you can carry forward to future years. Include investment income Form 4952 2009 trust. Also include on line 4a or 4d if applicable net passive income from a passive activity of a publicly traded partnership as defined in section 469 k 2.
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What is form 4952?
Form 4952 is a tax form used by individuals to calculate and report investment interest expense.
Who is required to file form 4952?
Individuals who have investment interest expense and meet certain criteria are required to file form 4952.
How to fill out form 4952?
To fill out form 4952, you need to provide details of your investment interest expense, including the sources of the interest income and the deductible investment expenses.
What is the purpose of form 4952?
The purpose of form 4952 is to determine the amount of investment interest expense that can be deducted on your tax return.
What information must be reported on form 4952?
On form 4952, you must report your investment interest income, qualified dividend income, and the deductible investment expenses.
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