Page 113 - Large Business IRS Training Guides
P. 113
Allocating Interest Expense –
Personal, Investment and Other
After determining the amount of interest expense, a
taxpayer must allocate interest expense between
personal, investment, and other interest expense
(including business interest expense).
• See Treas. Reg. § 1.163-8T, Notice 88-37 and
Notice 89-35 for more information.
IRC § 163(j) only applies to the “other interest
expense” category.
43