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Updated almost 7 years ago,

Craig Lessler's profile image
Craig Lessler's profile image
Craig Lessler
Pro Member
  • Investor
  • from Scottsdale, AZ
  • Member since Jan 2, 2016
  • Posts 81
  • Votes 59
  • Experience 38 Yrs
  • Investments 7
Connect

User Stats

81
Posts
59
Votes
Craig Lessler's profile image
Craig Lessler's profile image
Craig Lessler
Pro Member
  • Investor
  • from Scottsdale, AZ
  • Member since Jan 2, 2016
  • Posts 81
  • Votes 59
  • Experience 38 Yrs
  • Investments 7
Connect
Craig Lessler
Pro Member
  • Investor
  • Scottsdale, AZ
59
Votes |
81
Posts
Tax, SDIRAs & Cost Segregation

Deductibility of Annuity Surrender Charge

Craig Lessler
Pro Member
  • Investor
  • Scottsdale, AZ
Posted

Tax Question about deductibility of an annuity surrender charge in 2017.

If an annuity is cashed in to buy rental real estate and there is a large surrender charge, can that surrender charge be deducted on:

(1) Schedule A as a misc itemized deduction for 2017, or

(2) Schedule E as an expense to acquire financing to buy rental properties?

  • Craig Lessler
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