Home Equity Loans - Tax Limitations on Interest

One of the biggest advantages that home equity loansinterest rate can only be deducted from home equity
offer is the deductibility of the interest rate. However,debt that is not exceeding the owner's equity in the
many debtors don't fully recognize the limitations thathouse. Therefore, if a debtor owns a house worth
are set on these deductions and how proper allocation$300,000 and $250,000 is secured with a home
of such loans can qualify them for the deductions.acquisition debt and a debtor borrows additional
There are two types of mortgage loan interests. The$50,000 through home equity debt, the interest from
first one is the interest from home acquisition debtthe $250,000 and $50,000 would be deductible. But if
which is used to buy, build, or substantially improve athe value of the house drops to $270,000 the interest
house. The second one is the home equity debt whichon the $250,000 home acquisition debt would still be
is not used to buy or build a home. The intent anddeductible, however only the interest from $20,000
actual use of the loan dictates how the loan is treated(270,000-250,000) of the home equity debt would be
for income tax purpose.deductible.
Debtors can deduct interest from home acquisitionDebtors also have to consider whether they fall under
debt that is up to $1,000,000. However, they can onlythe alternative minimum tax or the itemized tax regime.
deduct interest from home equity debt that is up toOnly the itemized tax regime will allow debtor to
$100,000. Borrowing $120,000 for debt consolidation willdeduct the home equity loan interest. Keeping this in
not allow the debtor to deduct the interest from themind, the tax factor may not apply to a debtor at all,
extra $20,000, unless the $20,000 is used toand in this case it might make more sense to use
substantially improve a house.other types of loans, instead of putting your house as
Another limitation on the deduction of the interest ratecollateral.
can be seen when the value of the house drops. The