Friday, December 21, 2007

PMI Tax Deductibility Extended to 2010

Earlier this year, congress passed H.R. 6111, the Tax Relief and Health Care Act of 2006 to allow homeowners who purchased or refinanced a home in 2007 to deduct the private mortgage insurance (PMI) premiums that they pay in their loan payments. PMI is required when a borrower puts less than 20% down on a home or has a loan amount greater than 80% of the home value.

Initially this provision would only apply to homes purchased or refinanced in 2007 and was set to expire on 12/31/2007. Congress passed new legislation that will extend this deduction to loans closed in 2007 through 2010.

Here are some of the requirements

  • Households whose adjusted gross income is $100,000 or less can deduct 100% of their MI premiums. (The deduction is reduced by 10% for each additional $1,000 of adjusted gross income, phasing out after $109,000.)
  • The deduction applies to "qualified residences," as defined in the Internal Revenue Code. Generally, that includes the borrower's primary residence and a non-rental second home. Investor properties are not eligible.
  • Read more....

Borrowers should consult with a professional tax advisor for details about MI tax deductibility.

From the Cashflow Coach

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